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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$15.49
Change-$0.19 (-1.21%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
PBSRX vs WCMNX Comparison Chart
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PBSRX vs. WCMNX commentary
Dec 19, 2024
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: 48.4M 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). PBSRX annual gain was more profitable for investors over the last year : 12.00 vs. WCMNX (10.72). PBSRX return over 5 years is better than : 28.84 vs. WCMNX (27.12).
| 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 | 10.267 | 8.361 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 41.8M | 116% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.00 | 10.72 | 112% |
| Returns for 3 years | -21.13 | -0.45 | 4,676% |
| Returns for 5 years | 28.84 | 27.12 | 106% |
| Returns for 10 years | N/A | N/A | - |
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