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PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$13.45
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets33.87M
PBSRX vs VEXPX Comparison Chart in %
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PBSRX vs. VEXPX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. PBSRX (33.9M). VEXPX pays higher dividends than PBSRX: VEXPX (0.42) vs PBSRX (0.00). PBSRX was incepted earlier than VEXPX: PBSRX (6 years) vs VEXPX (58 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 : 4.74 vs. VEXPX (-3.67). VEXPX return over 5 years is better than : 9.54 vs. PBSRX (0.67).
| 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 | 58 years | - |
| Gain YTD | -8.424 | -4.271 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.9M | 19.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 4.74 | -3.67 | -129% |
| Returns for 3 years | 14.53 | 19.94 | 73% |
| Returns for 5 years | 0.67 | 9.54 | 7% |
| Returns for 10 years | N/A | 8.88 | - |
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