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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets38.16M
PBSIX vs VEXPX Comparison Chart
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PBSIX vs. VEXPX commentary
Mar 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. PBSIX (38.2M). VEXPX pays higher dividends than PBSIX: VEXPX (0.41) vs PBSIX (0.00). PBSIX was incepted earlier than VEXPX: PBSIX (7 years) vs VEXPX (57 years). PBSIX (1.33) is less costly to investors than VEXPX (0.45). 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 : -5.40 vs. VEXPX (-9.69). PBSIX (41.70) and VEXPX (40.28) have equivalent 5 years return.
| PBSIX | VEXPX | PBSIX / VEXPX | |
| Total Expense Ratio | 1.10 | 0.45 | 244% |
| Annual Report Gross Expense Ratio | 1.33 | 0.45 | 296% |
| Fund Existence | 7 years | 57 years | - |
| Gain YTD | -9.705 | -9.126 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -5.40 | -9.69 | 56% |
| Returns for 3 years | -8.42 | -3.70 | 228% |
| Returns for 5 years | 41.70 | 40.28 | 104% |
| Returns for 10 years | N/A | 7.99 | - |
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