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PBSIX vs VEXRX
PBSIX vs VEXRX Comparison
Open Charts PBSIX vs VEXRX
Polen US Small Company Growth Instl
Price$16.05
Change+$0.22 (+1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$121.51
Change+$1.74 (+1.45%)
VolumeN/A
CapitalizationN/A
PBSIX vs VEXRX Comparison Chart
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PBSIX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. PBSIX (50.1M). VEXRX pays higher dividends than PBSIX: VEXRX (0.58) vs PBSIX (0.00). PBSIX was incepted earlier than VEXRX: PBSIX (7 years) vs VEXRX (23 years). PBSIX is a more actively managed with annual turnover of: 45.00 vs. VEXRX (40.00). VEXRX has a lower initial minimum investment than PBSIX: VEXRX (50000) vs PBSIX (100000). VEXRX annual gain was more profitable for investors over the last year : 29.96 vs. PBSIX (21.21). PBSIX return over 5 years is better than : 31.92 vs. VEXRX (23.83).
| PBSIX | VEXRX | PBSIX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 9.931 | 17.708 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 22B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 21.21 | 29.96 | 71% |
| Returns for 3 years | -29.20 | -14.10 | 207% |
| Returns for 5 years | 31.92 | 23.83 | 134% |
| Returns for 10 years | N/A | 22.22 | - |
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