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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$16.34
Change-$1.04 (-5.98%)
VolumeN/A
Net Assets36.87M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
PBSRX vs WCMNX Comparison Chart in %
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PBSRX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.9M vs. PBSRX (36.9M). 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 : 11.05 vs. WCMNX (-3.16). PBSRX return over 5 years is better than : 10.84 vs. WCMNX (3.45).
| 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 | 18.071 | 6.304 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| 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 | -3.16 | -350% |
| Returns for 3 years | 33.80 | 22.08 | 153% |
| Returns for 5 years | 10.84 | 3.45 | 314% |
| Returns for 10 years | N/A | N/A | - |
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