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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen 5Perspectives Small Growth Instl
Price$18.47
Change+$1.17 (+6.76%)
VolumeN/A
Net Assets48.73M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
PBSIX vs WCMLX Comparison Chart in %
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PBSIX vs. WCMLX commentary
Feb 04, 2026
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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PBSIX (48.7M) and WCMLX (47.1M) have equal amount of cash in the bank . 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 : 19.24 vs. WCMLX (8.52). WCMLX return over 5 years is better than : -5.30 vs. PBSIX (-6.91).
| 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 | 10.335 | 6.395 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 47.1M | 103% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.24 | 8.52 | 226% |
| Returns for 3 years | 30.90 | 19.51 | 158% |
| Returns for 5 years | -6.91 | -5.30 | 130% |
| Returns for 10 years | N/A | N/A | - |
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