Interact to see
Advertisement
Advertisement
PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen 5Perspectives Small Growth I
Price$17.46
Change-$0.69 (-3.80%)
VolumeN/A
Net Assets47.72M
WCM Small Cap Growth Institutional
Price$14.46
Change-$0.18 (-1.23%)
VolumeN/A
Net Assets47.36M
PBSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBSRX vs. WCMLX commentary
Feb 05, 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 PBSRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PBSRX (47.7M) and WCMLX (47.4M) have equal amount of cash in the bank . PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (7 years) vs WCMLX (6 years). WCMLX (1.79) and PBSRX (1.75) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSRX (54.00). PBSRX has a lower initial minimum investment than WCMLX: PBSRX (3000) vs WCMLX (100000). PBSRX annual gain was more profitable for investors over the last year : 14.04 vs. WCMLX (5.93). WCMLX return over 5 years is better than : -7.90 vs. PBSRX (-12.87).
| PBSRX | WCMLX | PBSRX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.75 | 1.79 | 98% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 6.140 | 5.087 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7M | 47.4M | 101% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.04 | 5.93 | 237% |
| Returns for 3 years | 24.98 | 18.04 | 138% |
| Returns for 5 years | -12.87 | -7.90 | 163% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement