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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$15.28
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets46.34M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
PBSRX vs WCMNX Comparison Chart
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PBSRX vs. WCMNX commentary
Jan 19, 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
PBSRX has more cash in the bank: 46.3M vs. WCMNX (41.8M). PBSRX (0.00) and WCMNX (0.00) have matching dividends . PBSRX was incepted earlier than WCMNX: PBSRX (6 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. PBSRX (45.00). WCMNX has a lower initial minimum investment than PBSRX: WCMNX (1000) vs PBSRX (3000). WCMNX annual gain was more profitable for investors over the last year : 11.60 vs. PBSRX (10.94). WCMNX return over 5 years is better than : 21.39 vs. PBSRX (20.27).
| PBSRX | WCMNX | PBSRX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 4.008 | 4.649 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.3M | 41.8M | 111% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.94 | 11.60 | 94% |
| Returns for 3 years | -9.62 | 6.92 | -139% |
| Returns for 5 years | 20.27 | 21.39 | 95% |
| Returns for 10 years | N/A | N/A | - |
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