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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$17.41
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets41.43M
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
PBSIX vs WCMLX Comparison Chart in %
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PBSIX vs. WCMLX commentary
Dec 26, 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 PBSIX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.7M vs. PBSIX (41.4M). PBSIX (0.00) and WCMLX (0.00) have matching dividends . PBSIX was incepted earlier than WCMLX: PBSIX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PBSIX (1.50). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSIX (54.00). PBSIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. PBSIX annual gain was more profitable for investors over the last year : 14.84 vs. WCMLX (8.14). WCMLX return over 5 years is better than : -4.02 vs. PBSIX (-6.80).
| PBSIX | WCMLX | PBSIX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.50 | 1.79 | 84% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 16.533 | 9.487 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4M | 44.7M | 93% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.84 | 8.14 | 182% |
| Returns for 3 years | 47.17 | 33.08 | 143% |
| Returns for 5 years | -6.80 | -4.02 | 169% |
| Returns for 10 years | N/A | N/A | - |
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