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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$16.99
Change-$0.30 (-1.74%)
VolumeN/A
Net Assets31.49M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX 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 PBSRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43M vs. PBSRX (31.5M). 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 : 17.25 vs. WCMLX (1.70). WCMLX return over 5 years is better than : 12.48 vs. PBSRX (8.70).
| 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 | 15.421 | 7.232 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| 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 | 17.25 | 1.70 | 1,017% |
| Returns for 3 years | 47.23 | 33.88 | 139% |
| Returns for 5 years | 8.70 | 12.48 | 70% |
| Returns for 10 years | N/A | N/A | - |
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