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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$15.49
Change-$0.19 (-1.21%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
PBSRX vs WCMLX Comparison Chart
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PBSRX vs. WCMLX commentary
Dec 19, 2024
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: 48.4M vs. WCMLX (41.8M). 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 : 12.00 vs. WCMLX (11.03). PBSRX (28.84) and WCMLX (28.75) have equivalent 5 years return.
| 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 | 10.267 | 8.597 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 41.8M | 116% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.00 | 11.03 | 109% |
| Returns for 3 years | -21.13 | 0.30 | -7,051% |
| Returns for 5 years | 28.84 | 28.75 | 100% |
| Returns for 10 years | N/A | N/A | - |
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