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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$16.31
Change+$0.18 (+1.12%)
VolumeN/A
Net Assets36.62M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 41.3M vs. PBSRX (36.6M). PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (7 years) vs WCMLX (6 years). WCMLX (1.79) and PBSRX (1.75) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSRX (54.00). 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 : 6.82 vs. WCMLX (-3.04). PBSRX return over 5 years is better than : 1.70 vs. WCMLX (-0.83).
| PBSRX | WCMLX | PBSRX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.75 | 1.79 | 98% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 9.579 | 1.788 | 536% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6M | 41.3M | 89% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.82 | -3.04 | -225% |
| Returns for 3 years | 29.35 | 21.43 | 137% |
| Returns for 5 years | 1.70 | -0.83 | -204% |
| Returns for 10 years | N/A | N/A | - |
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