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PBMIX vs PMBPX
PBMIX vs PMBPX Comparison
Open Charts PBMIX vs PMBPX
Polen US SMID Company Growth Instl
Price$7.88
Change+$0.06 (+0.77%)
VolumeN/A
Net Assets3.26M
PBMIX vs PMBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PBMIX (3.26M). PMBPX pays higher dividends than PBMIX: PMBPX (0.01) vs PBMIX (0.00). PBMIX was incepted earlier than PMBPX: PBMIX (4 years) vs PMBPX (25 years). PBMIX (1.70) is less costly to investors than PMBPX (0.83). PBMIX is a more actively managed with annual turnover of: 58.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PBMIX: PMBPX (0) vs PBMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. PBMIX (2.34).
| PBMIX | PMBPX | PBMIX / PMBPX | |
| Total Expense Ratio | 1.05 | 0.83 | 127% |
| Annual Report Gross Expense Ratio | 1.70 | 0.83 | 205% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -3.194 | 8.606 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26M | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 2.34 | 13.61 | 17% |
| Returns for 3 years | 20.67 | 49.38 | 42% |
| Returns for 5 years | N/A | 56.25 | - |
| Returns for 10 years | N/A | 107.27 | - |
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