Ad is loading...
PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$13.86
Change-$0.11 (-0.79%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PBSRX vs WCMNX Comparison Chart
Loading...
PBSRX vs. WCMNX commentary
Sep 21, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSRX has more cash in the bank: 50.8M vs. WCMNX (41.5M). 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 : 19.11 vs. PBSRX (10.35).
| 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 | -1.758 | 7.295 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 41.5M | 122% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.35 | 19.11 | 54% |
| Returns for 3 years | -36.12 | -14.56 | 248% |
| Returns for 5 years | 15.55 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers