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PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$15.28
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets46.34M
PBSRX vs VEXPX Comparison Chart
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PBSRX vs. VEXPX commentary
Jan 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 PBSRX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. PBSRX (46.3M). VEXPX pays higher dividends than PBSRX: VEXPX (0.48) vs PBSRX (0.00). PBSRX was incepted earlier than VEXPX: PBSRX (6 years) vs VEXPX (57 years). PBSRX is a more actively managed with annual turnover of: 45.00 vs. VEXPX (40.00). PBSRX (3000) and VEXPX (3000) have matching initial minimum investment requirements. PBSRX annual gain was more profitable for investors over the last year : 10.94 vs. VEXPX (10.25). PBSRX return over 5 years is better than : 20.27 vs. VEXPX (10.68).
| PBSRX | VEXPX | PBSRX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 57 years | - |
| Gain YTD | 4.008 | 3.297 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.3M | 22.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 10.94 | 10.25 | 107% |
| Returns for 3 years | -9.62 | 1.66 | -579% |
| Returns for 5 years | 20.27 | 10.68 | 190% |
| Returns for 10 years | N/A | 32.29 | - |
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