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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$16.50
Change+$0.25 (+1.54%)
VolumeN/A
Net Assets29.53M
WCM Small Cap Growth Investor
Price$13.54
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets44.82M
PBSRX vs WCMNX Comparison Chart in %
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PBSRX vs. WCMNX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 44.8M vs. PBSRX (29.5M). 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 : 18.03 vs. WCMNX (3.83). WCMNX return over 5 years is better than : 22.64 vs. PBSRX (17.69).
| 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 | 12.092 | 6.698 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 44.8M | 66% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.03 | 3.83 | 470% |
| Returns for 3 years | 44.36 | 39.59 | 112% |
| Returns for 5 years | 17.69 | 22.64 | 78% |
| Returns for 10 years | N/A | N/A | - |
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