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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$14.46
Change-$0.61 (-4.05%)
VolumeN/A
Net Assets43.12M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
PBSRX vs WCMLX Comparison Chart
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PBSRX vs. WCMLX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PBSRX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSRX has more cash in the bank: 43.1M vs. WCMLX (40.2M). PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (6 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. PBSRX (45.00). PBSRX has a lower initial minimum investment than WCMLX: PBSRX (3000) vs WCMLX (100000). PBSRX annual gain was more profitable for investors over the last year : 2.34 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. PBSRX (9.46).
| PBSRX | WCMLX | PBSRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -1.766 | -1.477 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 40.2M | 107% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.34 | -1.40 | -167% |
| Returns for 3 years | -7.72 | 7.19 | -107% |
| Returns for 5 years | 9.46 | 15.29 | 62% |
| Returns for 10 years | N/A | N/A | - |
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