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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$13.47
Change-$0.35 (-2.53%)
VolumeN/A
Net Assets33.75M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
PBSRX vs WCMNX Comparison Chart
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PBSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 40.7M vs. PBSRX (33.7M). PBSRX (0.00) and WCMNX (0.00) have matching dividends . PBSRX was incepted earlier than WCMNX: PBSRX (6 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PBSRX (1.59). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PBSRX (37.00). WCMNX has a lower initial minimum investment than PBSRX: WCMNX (1000) vs PBSRX (3000). PBSRX annual gain was more profitable for investors over the last year : 2.98 vs. WCMNX (-3.59). WCMNX return over 5 years is better than : 19.31 vs. PBSRX (5.07).
| PBSRX | WCMNX | PBSRX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.59 | 2.04 | 78% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -8.492 | -7.013 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| 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 | -3.59 | -83% |
| Returns for 3 years | 14.06 | 23.69 | 59% |
| Returns for 5 years | 5.07 | 19.31 | 26% |
| Returns for 10 years | N/A | N/A | - |
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