Interact to see
Advertisement
Advertisement
PBSYX vs WCMNX
PBSYX vs WCMNX Comparison
Open Charts PBSYX vs WCMNX
Polen US Small Company Growth Y
Price$17.55
Change+$0.20 (+1.15%)
VolumeN/A
Net Assets30.78M
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
PBSYX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 43.7M vs. PBSYX (30.8M). 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 : 22.44 vs. WCMNX (4.48).
| 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 | 15.744 | 6.698 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 4.48 | 501% |
| Returns for 3 years | 49.57 | 34.06 | 146% |
| Returns for 5 years | N/A | 11.17 | - |
| Returns for 10 years | N/A | N/A | - |