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PBSYX vs WCMNX
PBSYX vs WCMNX Comparison
Open Charts PBSYX vs WCMNX
Polen 5Perspectives Small Growth Y
Price$17.86
Change-$0.70 (-3.77%)
VolumeN/A
Net Assets49.59M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
PBSYX vs WCMNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PBSYX has more cash in the bank: 49.6M vs. WCMNX (47.1M). PBSYX (0.00) and WCMNX (0.00) have matching dividends . PBSYX was incepted earlier than WCMNX: PBSYX (5 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PBSYX (1.45). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PBSYX (54.00). WCMNX has a lower initial minimum investment than PBSYX: WCMNX (1000) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 19.36 vs. WCMNX (8.34).
| PBSYX | WCMNX | PBSYX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.45 | 2.04 | 71% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 10.410 | 6.421 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 8.34 | 232% |
| Returns for 3 years | 31.26 | 18.68 | 167% |
| Returns for 5 years | N/A | -6.49 | - |
| Returns for 10 years | N/A | N/A | - |
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