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PBSIX vs VEXRX
PBSIX vs VEXRX Comparison
Open Charts PBSIX vs VEXRX
Polen US Small Company Growth Instl
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets38.16M
PBSIX vs VEXRX Comparison Chart
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PBSIX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. PBSIX (38.2M). VEXRX pays higher dividends than PBSIX: VEXRX (0.53) vs PBSIX (0.00). PBSIX was incepted earlier than VEXRX: PBSIX (7 years) vs VEXRX (23 years). PBSIX (1.33) is less costly to investors than VEXRX (0.34). PBSIX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than PBSIX: VEXRX (50000) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : -5.40 vs. VEXRX (-9.61). PBSIX (41.70) and VEXRX (40.35) have equivalent 5 years return.
| PBSIX | VEXRX | PBSIX / VEXRX | |
| Total Expense Ratio | 1.10 | 0.34 | 324% |
| Annual Report Gross Expense Ratio | 1.33 | 0.34 | 391% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -9.705 | -9.106 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -5.40 | -9.61 | 56% |
| Returns for 3 years | -8.42 | -3.61 | 233% |
| Returns for 5 years | 41.70 | 40.35 | 103% |
| Returns for 10 years | N/A | 8.09 | - |
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