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PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$15.43
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets27.02M
PBSRX vs VEXPX Comparison Chart in %
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PBSRX vs. VEXPX commentary
Aug 17, 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: 19.9B vs. PBSRX (27M). VEXPX pays higher dividends than PBSRX: VEXPX (0.40) vs PBSRX (0.00). PBSRX was incepted earlier than VEXPX: PBSRX (7 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: 54.00 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 : 11.09 vs. VEXPX (-1.51). VEXPX return over 5 years is better than : 5.49 vs. PBSRX (2.19).
| PBSRX | VEXPX | PBSRX / VEXPX | |
| Total Expense Ratio | 1.35 | 0.44 | 307% |
| Annual Report Gross Expense Ratio | 1.59 | 0.44 | 361% |
| Fund Existence | 7 years | 58 years | - |
| Gain YTD | 4.823 | 1.235 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 19.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 11.09 | -1.51 | -735% |
| Returns for 3 years | 8.28 | 5.82 | 142% |
| Returns for 5 years | 2.19 | 5.49 | 40% |
| Returns for 10 years | N/A | 20.39 | - |
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