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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$16.31
Change+$0.18 (+1.12%)
VolumeN/A
Net Assets36.62M
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
PBSRX vs WCMNX Comparison Chart in %
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PBSRX vs. WCMNX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.3M vs. PBSRX (36.6M). 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 (1.75). 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 : 6.82 vs. WCMNX (-3.30). PBSRX return over 5 years is better than : 1.70 vs. WCMNX (-2.13).
| PBSRX | WCMNX | PBSRX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.75 | 2.04 | 86% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 9.579 | 1.576 | 608% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6M | 41.3M | 89% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.82 | -3.30 | -207% |
| Returns for 3 years | 29.35 | 20.47 | 143% |
| Returns for 5 years | 1.70 | -2.13 | -80% |
| Returns for 10 years | N/A | N/A | - |
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