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PBSYX vs WCMNX
PBSYX vs WCMNX Comparison
Open Charts PBSYX vs WCMNX
Polen US Small Company Growth Y
Price$14.61
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets32.85M
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.57M
PBSYX vs WCMNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 43.6M vs. PBSYX (32.9M). PBSYX (0.00) and WCMNX (0.00) have matching dividends . PBSYX was incepted earlier than WCMNX: PBSYX (4 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PBSYX (1.25). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PBSYX (54.00). WCMNX has a lower initial minimum investment than PBSYX: WCMNX (1000) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 1.60 vs. WCMNX (-1.92).
| PBSYX | WCMNX | PBSYX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.25 | 2.04 | 61% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -2.335 | 0.394 | -593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 43.6M | 75% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.60 | -1.92 | -83% |
| Returns for 3 years | 17.87 | 25.15 | 71% |
| Returns for 5 years | N/A | 19.96 | - |
| Returns for 10 years | N/A | N/A | - |
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