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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$12.47
Change+$0.16 (+1.30%)
VolumeN/A
Net Assets32.92M
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
PBSRX vs WCMNX Comparison Chart
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PBSRX vs. WCMNX commentary
Apr 12, 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
WCMNX has more cash in the bank: 38.5M vs. PBSRX (32.9M). PBSRX (0.00) and WCMNX (0.00) have matching dividends . PBSRX was incepted earlier than WCMNX: PBSRX (6 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PBSRX (1.59). WCMNX is a more actively managed with annual turnover of: 48.00 vs. PBSRX (37.00). 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 : -10.67 vs. WCMNX (-17.15). WCMNX return over 5 years is better than : 23.00 vs. PBSRX (20.45).
| PBSRX | WCMNX | PBSRX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.59 | 2.11 | 75% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -16.372 | -17.415 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 38.5M | 85% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.67 | -17.15 | 62% |
| Returns for 3 years | -17.10 | -10.12 | 169% |
| Returns for 5 years | 20.45 | 23.00 | 89% |
| Returns for 10 years | N/A | N/A | - |
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