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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$14.46
Change-$0.61 (-4.05%)
VolumeN/A
Net Assets43.12M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
PBSRX vs WCMNX Comparison Chart
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PBSRX vs. WCMNX commentary
Feb 23, 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: 43.1M vs. WCMNX (40.2M). 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). PBSRX annual gain was more profitable for investors over the last year : 2.34 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. PBSRX (9.46).
| 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 | -1.766 | 1.655 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 40.2M | 107% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.34 | 1.49 | 156% |
| Returns for 3 years | -7.72 | 9.79 | -79% |
| Returns for 5 years | 9.46 | 17.49 | 54% |
| Returns for 10 years | N/A | N/A | - |
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