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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$13.38
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets34.57M
PBSIX vs VEXPX Comparison Chart
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PBSIX vs. VEXPX commentary
May 12, 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. PBSIX (34.6M). VEXPX pays higher dividends than PBSIX: VEXPX (0.44) vs PBSIX (0.00). PBSIX was incepted earlier than VEXPX: PBSIX (8 years) vs VEXPX (57 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 : -3.46 vs. VEXPX (-8.57). VEXPX (14.19) and PBSIX (13.78) have equivalent 5 years return.
| 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 | 57 years | - |
| Gain YTD | -10.442 | -7.951 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 18.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -3.46 | -8.57 | 40% |
| Returns for 3 years | 10.49 | 8.90 | 118% |
| Returns for 5 years | 13.78 | 14.19 | 97% |
| Returns for 10 years | N/A | 8.57 | - |
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