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PBSRX vs WCMNX
PBSRX vs WCMNX Comparison
Open Charts PBSRX vs WCMNX
Polen US Small Company Growth Investor
Price$16.98
Change-$0.13 (-0.76%)
VolumeN/A
Net Assets41.12M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
PBSRX vs WCMNX Comparison Chart in %
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PBSRX vs. WCMNX commentary
Dec 28, 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 StrongBuy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 44.6M vs. PBSRX (41.1M). 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 : 13.43 vs. WCMNX (7.04). WCMNX return over 5 years is better than : -5.40 vs. PBSRX (-8.71).
| 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 | 15.353 | 9.062 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 44.6M | 92% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.43 | 7.04 | 191% |
| Returns for 3 years | 46.89 | 32.95 | 142% |
| Returns for 5 years | -8.71 | -5.40 | 161% |
| Returns for 10 years | N/A | N/A | - |
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