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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$17.28
Change-$0.31 (-1.76%)
VolumeN/A
Net Assets31.49M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
PBSIX vs WCMNX Comparison Chart in %
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PBSIX vs. WCMNX commentary
Oct 19, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 43M vs. PBSIX (31.5M). PBSIX (0.00) and WCMNX (0.00) have matching dividends . PBSIX was incepted earlier than WCMNX: PBSIX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PBSIX (1.50). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PBSIX (54.00). WCMNX has a lower initial minimum investment than PBSIX: WCMNX (1000) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 17.55 vs. WCMNX (1.42). WCMNX return over 5 years is better than : 11.12 vs. PBSIX (10.13).
| PBSIX | WCMNX | PBSIX / WCMNX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.50 | 2.04 | 74% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 15.663 | 7.092 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5M | 43M | 73% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.55 | 1.42 | 1,238% |
| Returns for 3 years | 48.45 | 32.97 | 147% |
| Returns for 5 years | 10.13 | 11.12 | 91% |
| Returns for 10 years | N/A | N/A | - |
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