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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$15.43
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets27.02M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.09M
PBSRX vs WCMNX Comparison Chart in %
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PBSRX vs. WCMNX commentary
Aug 17, 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: 44.1M vs. PBSRX (27M). PBSRX (0.00) and WCMNX (0.00) have matching dividends . PBSRX was incepted earlier than WCMNX: PBSRX (7 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 (54.00). 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 : 11.09 vs. WCMNX (2.93). WCMNX return over 5 years is better than : 15.98 vs. PBSRX (2.19).
| PBSRX | WCMNX | PBSRX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.59 | 2.04 | 78% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 4.823 | 2.364 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 44.1M | 61% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.09 | 2.93 | 378% |
| Returns for 3 years | 8.28 | 8.52 | 97% |
| Returns for 5 years | 2.19 | 15.98 | 14% |
| Returns for 10 years | N/A | N/A | - |
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