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PBMIX vs PMBCX
PBMIX vs PMBCX Comparison
Open Charts PBMIX vs PMBCX
Polen US SMID Company Growth Instl
Price$7.51
Change+$0.05 (+0.67%)
VolumeN/A
Net Assets3.25M
PBMIX vs PMBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. PBMIX (3.26M). PBMIX (0.00) and PMBCX (0.00) have matching dividends . PBMIX was incepted earlier than PMBCX: PBMIX (4 years) vs PMBCX (18 years). PMBCX (1.75) and PBMIX (1.70) have similar cost to investors . PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than PBMIX: PMBCX (1000) vs PBMIX (100000). PMBCX annual gain was more profitable for investors over the last year : 12.71 vs. PBMIX (3.04).
| PBMIX | PMBCX | PBMIX / PMBCX | |
| Total Expense Ratio | 1.05 | 1.75 | 60% |
| Annual Report Gross Expense Ratio | 1.70 | 1.75 | 97% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -8.354 | 5.584 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26M | 31.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.04 | 12.71 | 24% |
| Returns for 3 years | 17.85 | 44.26 | 40% |
| Returns for 5 years | N/A | 46.25 | - |
| Returns for 10 years | N/A | 73.66 | - |
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