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PBSIX vs VEXRX
PBSIX vs VEXRX Comparison
Open Charts PBSIX vs VEXRX
Polen US Small Company Growth Instl
Price$12.53
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets32.81M
PBSIX vs VEXRX Comparison Chart
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PBSIX vs. VEXRX commentary
Apr 19, 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: 19.8B vs. PBSIX (32.8M). VEXRX pays higher dividends than PBSIX: VEXRX (0.56) 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 : -5.51 vs. VEXRX (-10.88). PBSIX return over 5 years is better than : 19.33 vs. VEXRX (16.31).
| 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 | -16.131 | -14.562 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 19.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -5.51 | -10.88 | 51% |
| Returns for 3 years | -13.94 | -11.59 | 120% |
| Returns for 5 years | 19.33 | 16.31 | 119% |
| Returns for 10 years | N/A | -1.26 | - |
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