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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$15.77
Change+$0.23 (+1.48%)
VolumeN/A
Net Assets46.22M
PBSIX vs VEXPX Comparison Chart
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PBSIX vs. VEXPX commentary
Feb 01, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PBSIX is a StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. PBSIX (46.2M). VEXPX pays higher dividends than PBSIX: VEXPX (0.48) vs PBSIX (0.00). PBSIX was incepted earlier than VEXPX: PBSIX (7 years) vs VEXPX (57 years). PBSIX is a more actively managed with annual turnover of: 45.00 vs. VEXPX (40.00). VEXPX has a lower initial minimum investment than PBSIX: VEXPX (3000) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 12.40 vs. VEXPX (10.27). PBSIX return over 5 years is better than : 25.56 vs. VEXPX (16.83).
| PBSIX | VEXPX | PBSIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 57 years | - |
| Gain YTD | 5.556 | 4.045 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 22.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 12.40 | 10.27 | 121% |
| Returns for 3 years | -9.47 | 4.47 | -212% |
| Returns for 5 years | 25.56 | 16.83 | 152% |
| Returns for 10 years | N/A | 31.92 | - |
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