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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen 5Perspectives Small Growth I
Price$17.46
Change-$0.69 (-3.80%)
VolumeN/A
Net Assets47.72M
WCM Small Cap Growth Investor
Price$14.24
Change-$0.18 (-1.25%)
VolumeN/A
Net Assets47.36M
PBSRX vs WCMNX Comparison Chart in %
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PBSRX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PBSRX (47.7M) and WCMNX (47.4M) have equal amount of cash in the bank . PBSRX (0.00) and WCMNX (0.00) have matching dividends . PBSRX was incepted earlier than WCMNX: PBSRX (7 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PBSRX (1.75). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PBSRX (54.00). WCMNX has a lower initial minimum investment than PBSRX: WCMNX (1000) vs PBSRX (3000). PBSRX annual gain was more profitable for investors over the last year : 14.04 vs. WCMNX (5.72). WCMNX return over 5 years is better than : -9.07 vs. PBSRX (-12.87).
| PBSRX | WCMNX | PBSRX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.75 | 2.04 | 86% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 6.140 | 5.092 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| 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 | 5.72 | 246% |
| Returns for 3 years | 24.98 | 17.20 | 145% |
| Returns for 5 years | -12.87 | -9.07 | 142% |
| Returns for 10 years | N/A | N/A | - |
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