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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$14.98
Change-$0.28 (-1.83%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
PBSRX vs WCMLX Comparison Chart
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PBSRX vs. WCMLX commentary
Nov 18, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSRX has more cash in the bank: 48.2M vs. WCMLX (40.7M). 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). WCMLX annual gain was more profitable for investors over the last year : 20.96 vs. PBSRX (19.08). WCMLX return over 5 years is better than : 30.30 vs. PBSRX (26.41).
| 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 | 5.345 | 8.110 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 40.7M | 118% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.08 | 20.96 | 91% |
| Returns for 3 years | -36.42 | -17.51 | 208% |
| Returns for 5 years | 26.41 | 30.30 | 87% |
| Returns for 10 years | N/A | N/A | - |
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