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PBSRX vs VEXPX
PBSRX vs VEXPX Comparison
Open Charts PBSRX vs VEXPX
Polen US Small Company Growth Investor
Price$13.86
Change-$0.11 (-0.79%)
VolumeN/A
CapitalizationN/A
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PBSRX vs VEXPX Comparison Chart
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PBSRX vs. VEXPX commentary
Sep 21, 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 StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. PBSRX (50.8M). 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 : 24.36 vs. PBSRX (10.35). VEXPX return over 5 years is better than : 20.26 vs. PBSRX (15.55).
| 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 | -1.758 | 10.554 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 22.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 10.35 | 24.36 | 42% |
| Returns for 3 years | -36.12 | -15.69 | 230% |
| Returns for 5 years | 15.55 | 20.26 | 77% |
| Returns for 10 years | N/A | 20.68 | - |
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