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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$13.69
Change-$0.35 (-2.49%)
VolumeN/A
Net Assets33.75M
PBSIX vs VEXPX Comparison Chart
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PBSIX vs. VEXPX commentary
Jun 15, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. PBSIX (33.7M). VEXPX pays higher dividends than PBSIX: VEXPX (0.42) vs PBSIX (0.00). PBSIX was incepted earlier than VEXPX: PBSIX (8 years) vs VEXPX (58 years). PBSIX (1.33) is less costly to investors than VEXPX (0.44). PBSIX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). 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 : 3.32 vs. VEXPX (-4.46). VEXPX return over 5 years is better than : 12.92 vs. PBSIX (6.45).
| PBSIX | VEXPX | PBSIX / VEXPX | |
| Total Expense Ratio | 1.10 | 0.44 | 250% |
| Annual Report Gross Expense Ratio | 1.33 | 0.44 | 302% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | -8.367 | -4.593 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 19.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 3.32 | -4.46 | -74% |
| Returns for 3 years | 14.95 | 17.22 | 87% |
| Returns for 5 years | 6.45 | 12.92 | 50% |
| Returns for 10 years | N/A | 9.39 | - |
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