Interact to see
Advertisement
Advertisement
PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$13.47
Change-$0.35 (-2.53%)
VolumeN/A
Net Assets33.75M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
PBSRX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBSRX vs. WCMLX commentary
Jun 15, 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
WCMLX has more cash in the bank: 40.7M vs. PBSRX (33.7M). PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (6 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PBSRX (1.59). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSRX (37.00). 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 : 2.98 vs. WCMLX (-3.31). WCMLX return over 5 years is better than : 20.79 vs. PBSRX (5.07).
| PBSRX | WCMLX | PBSRX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.59 | 1.79 | 89% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -8.492 | -6.921 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 40.7M | 83% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.98 | -3.31 | -90% |
| Returns for 3 years | 14.06 | 24.69 | 57% |
| Returns for 5 years | 5.07 | 20.79 | 24% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMPIX | 88.71 | 2.61 | +3.03% |
| ProFunds Precious Metals UltraSector Inv | |||
| HGHFX | 36.74 | -0.21 | -0.57% |
| Hartford Healthcare F | |||
| PJGZX | 21.74 | -0.14 | -0.64% |
| PGIM Jennison Focused Value Z | |||
| TQCAX | 18.65 | -0.21 | -1.11% |
| Touchstone Dividend Equity A | |||
| ECASX | 26.95 | -0.43 | -1.57% |
| Eaton Vance Atlanta Capital SMID-Cap C | |||