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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$14.06
Change-$0.10 (-0.71%)
VolumeN/A
CapitalizationN/A
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PBSIX vs VEXPX Comparison Chart
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PBSIX vs. VEXPX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. PBSIX (50.8M). 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). VEXPX annual gain was more profitable for investors over the last year : 24.36 vs. PBSIX (9.76). VEXPX return over 5 years is better than : 20.26 vs. PBSIX (16.10).
| 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 | -2.361 | 10.554 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 22.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 9.76 | 24.36 | 40% |
| Returns for 3 years | -36.12 | -15.69 | 230% |
| Returns for 5 years | 16.10 | 20.26 | 79% |
| Returns for 10 years | N/A | 20.68 | - |
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