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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$16.05
Change+$0.22 (+1.39%)
VolumeN/A
CapitalizationN/A
PBSIX vs VEXPX Comparison Chart
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PBSIX vs. VEXPX commentary
Nov 23, 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 Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. PBSIX (50.1M). 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 : 29.95 vs. PBSIX (21.21). PBSIX return over 5 years is better than : 31.92 vs. VEXPX (23.88).
| 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 | 9.931 | 17.578 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 22B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 21.21 | 29.95 | 71% |
| Returns for 3 years | -29.20 | -14.05 | 208% |
| Returns for 5 years | 31.92 | 23.88 | 134% |
| Returns for 10 years | N/A | 22.06 | - |
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