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PBMIX vs PMBJX
PBMIX vs PMBJX Comparison
Open Charts PBMIX vs PMBJX
Polen US SMID Company Growth Instl
Price$7.88
Change+$0.06 (+0.77%)
VolumeN/A
Net Assets3.26M
PBMIX vs PMBJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. PBMIX (3.26M). PMBJX pays higher dividends than PBMIX: PMBJX (0.06) vs PBMIX (0.00). PBMIX was incepted earlier than PMBJX: PBMIX (4 years) vs PMBJX (24 years). PBMIX (1.70) is less costly to investors than PMBJX (0.78). PBMIX is a more actively managed with annual turnover of: 58.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than PBMIX: PMBJX (1000) vs PBMIX (100000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. PBMIX (2.34).
| PBMIX | PMBJX | PBMIX / PMBJX | |
| Total Expense Ratio | 1.05 | 0.78 | 135% |
| Annual Report Gross Expense Ratio | 1.70 | 0.78 | 218% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | -3.194 | 8.650 | -37% |
| 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 | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 2.34 | 13.47 | 17% |
| Returns for 3 years | 20.67 | 48.88 | 42% |
| Returns for 5 years | N/A | 55.02 | - |
| Returns for 10 years | N/A | 103.26 | - |