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PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$13.39
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets34.64M
PBSRX vs VEXPX Comparison Chart
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PBSRX vs. VEXPX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. PBSRX (34.6M). VEXPX pays higher dividends than PBSRX: VEXPX (0.44) vs PBSRX (0.00). PBSRX was incepted earlier than VEXPX: PBSRX (6 years) vs VEXPX (57 years). PBSRX (1.59) is less costly to investors than VEXPX (0.44). PBSRX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). PBSRX (3000) and VEXPX (3000) have matching initial minimum investment requirements. PBSRX annual gain was more profitable for investors over the last year : -1.98 vs. VEXPX (-7.57). VEXPX return over 5 years is better than : 12.73 vs. PBSRX (8.46).
| PBSRX | VEXPX | PBSRX / VEXPX | |
| Total Expense Ratio | 1.35 | 0.44 | 307% |
| Annual Report Gross Expense Ratio | 1.59 | 0.44 | 361% |
| Fund Existence | 6 years | 57 years | - |
| Gain YTD | -9.375 | -6.490 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 18.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -1.98 | -7.57 | 26% |
| Returns for 3 years | 7.32 | 9.03 | 81% |
| Returns for 5 years | 8.46 | 12.73 | 66% |
| Returns for 10 years | N/A | 8.51 | - |
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