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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen 5Perspectives Small Growth Instl
Price$18.47
Change+$1.17 (+6.76%)
VolumeN/A
Net Assets48.73M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
PBSIX vs WCMNX Comparison Chart in %
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PBSIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PBSIX (48.7M) and WCMNX (47.1M) have equal amount of cash in the bank . 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 : 19.24 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. PBSIX (-6.91).
| 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 | 10.335 | 6.421 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 8.34 | 231% |
| Returns for 3 years | 30.90 | 18.68 | 165% |
| Returns for 5 years | -6.91 | -6.49 | 106% |
| Returns for 10 years | N/A | N/A | - |
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