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PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$12.47
Change+$0.16 (+1.30%)
VolumeN/A
Net Assets32.92M
PBSRX vs VEXPX Comparison Chart
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PBSRX vs. VEXPX commentary
Apr 12, 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: 19.8B vs. PBSRX (32.9M). 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 (0.45). 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 : -10.67 vs. VEXPX (-16.52). PBSRX return over 5 years is better than : 20.45 vs. VEXPX (16.32).
| PBSRX | VEXPX | PBSRX / VEXPX | |
| Total Expense Ratio | 1.35 | 0.45 | 300% |
| Annual Report Gross Expense Ratio | 1.59 | 0.45 | 353% |
| Fund Existence | 6 years | 57 years | - |
| Gain YTD | -16.372 | -16.111 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 19.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -10.67 | -16.52 | 65% |
| Returns for 3 years | -17.10 | -13.29 | 129% |
| Returns for 5 years | 20.45 | 16.32 | 125% |
| Returns for 10 years | N/A | -3.05 | - |
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