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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$16.34
Change-$1.04 (-5.98%)
VolumeN/A
Net Assets36.87M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX commentary
Nov 14, 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 PBSRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 41.9M vs. PBSRX (36.9M). 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 : 11.05 vs. WCMLX (-2.98). PBSRX return over 5 years is better than : 10.84 vs. WCMLX (4.74).
| 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 | 18.071 | 6.454 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 41.9M | 88% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.05 | -2.98 | -371% |
| Returns for 3 years | 33.80 | 22.89 | 148% |
| Returns for 5 years | 10.84 | 4.74 | 229% |
| Returns for 10 years | N/A | N/A | - |
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