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PBSYX vs WCMLX
PBSYX vs WCMLX Comparison
Open Charts PBSYX vs WCMLX
Polen 5Perspectives Small Growth Y
Price$17.86
Change-$0.70 (-3.77%)
VolumeN/A
Net Assets49.59M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
PBSYX vs WCMLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PBSYX has more cash in the bank: 49.6M vs. WCMLX (47.1M). 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 : 19.36 vs. WCMLX (8.52).
| 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 | 10.410 | 6.395 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6M | 47.1M | 105% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.36 | 8.52 | 227% |
| Returns for 3 years | 31.26 | 19.51 | 160% |
| Returns for 5 years | N/A | -5.30 | - |
| Returns for 10 years | N/A | N/A | - |
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