Ad is loading...
PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$15.49
Change-$0.19 (-1.21%)
VolumeN/A
CapitalizationN/A
PBSRX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBSRX vs. VEXPX commentary
Dec 19, 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 PBSRX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. PBSRX (48.4M). 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. VEXPX annual gain was more profitable for investors over the last year : 17.01 vs. PBSRX (12.00). PBSRX return over 5 years is better than : 28.84 vs. VEXPX (22.08).
| 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 | 10.267 | 14.606 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 23.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 12.00 | 17.01 | 71% |
| Returns for 3 years | -21.13 | -11.82 | 179% |
| Returns for 5 years | 28.84 | 22.08 | 131% |
| Returns for 10 years | N/A | 37.31 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| DOT.X | 8.476945 | -0.274425 | -3.14% |
| Polkadot cryptocurrency | |||
| TRB.X | 70.490210 | -3.827133 | -5.15% |
| Tellor cryptocurrency | |||
| YFII.X | 464.188500 | -27.234894 | -5.54% |
| DFI.Money cryptocurrency | |||
| CVX.X | 5.736184 | -0.424829 | -6.90% |
| Convex Finance cryptocurrency | |||
| RDNT.X | 0.071097 | -0.005873 | -7.63% |
| Radiant Capital cryptocurrency | |||