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PBSYX vs WCMLX
PBSYX vs WCMLX Comparison
Open Charts PBSYX vs WCMLX
Polen US Small Company Growth Y
Price$17.55
Change+$0.20 (+1.15%)
VolumeN/A
Net Assets30.78M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
PBSYX vs WCMLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43.7M vs. PBSYX (30.8M). PBSYX (0.00) and WCMLX (0.00) have matching dividends . PBSYX was incepted earlier than WCMLX: PBSYX (4 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PBSYX (1.25). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSYX (54.00). WCMLX has a lower initial minimum investment than PBSYX: WCMLX (100000) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 22.44 vs. WCMLX (4.73).
| PBSYX | WCMLX | PBSYX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.25 | 1.79 | 70% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 15.744 | 6.843 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 43.7M | 70% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.44 | 4.73 | 475% |
| Returns for 3 years | 49.57 | 34.97 | 142% |
| Returns for 5 years | N/A | 12.53 | - |
| Returns for 10 years | N/A | N/A | - |