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PBSYX vs WCMLX
PBSYX vs WCMLX Comparison
Open Charts PBSYX vs WCMLX
Polen US Small Company Growth Y
Price$17.44
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets39.59M
WCM Small Cap Growth Institutional
Price$14.06
Change+$0.20 (+1.44%)
VolumeN/A
Net Assets44.36M
PBSYX vs WCMLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.4M vs. PBSYX (39.6M). PBSYX (0.00) and WCMLX (0.00) have matching dividends . PBSYX was incepted earlier than WCMLX: PBSYX (5 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PBSYX (1.45). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSYX (54.00). WCMLX has a lower initial minimum investment than PBSYX: WCMLX (100000) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 7.15 vs. WCMLX (-1.14).
| PBSYX | WCMLX | PBSYX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.45 | 1.79 | 81% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 16.011 | 7.621 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6M | 44.4M | 89% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.15 | -1.14 | -625% |
| Returns for 3 years | 31.84 | 21.83 | 146% |
| Returns for 5 years | N/A | 1.99 | - |
| Returns for 10 years | N/A | N/A | - |
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