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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
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PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
PBSRX has more cash in the bank: 62.3M vs. WCMLX (51.1M). PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (7 years) vs WCMLX (7 years). WCMLX (1.79) and PBSRX (1.75) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 89.00 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 : 29.10 vs. WCMLX (13.84). WCMLX return over 5 years is better than : -3.87 vs. PBSRX (-8.35).
| 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 | 7 years | - |
| Gain YTD | 18.115 | 8.212 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 51.1M | 122% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 29.10 | 13.84 | 210% |
| Returns for 3 years | 40.49 | 19.79 | 205% |
| Returns for 5 years | -8.35 | -3.87 | 216% |
| Returns for 10 years | N/A | N/A | - |
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