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PBSRX vs VEXRX
PBSRX vs VEXRX Comparison
Open Charts PBSRX vs VEXRX
Polen US Small Company Growth Investor
Price$12.47
Change+$0.16 (+1.30%)
VolumeN/A
Net Assets32.92M
PBSRX vs VEXRX Comparison Chart
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PBSRX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. PBSRX (32.9M). VEXRX pays higher dividends than PBSRX: VEXRX (0.56) vs PBSRX (0.00). PBSRX was incepted earlier than VEXRX: PBSRX (6 years) vs VEXRX (23 years). PBSRX (1.59) is less costly to investors than VEXRX (0.34). PBSRX is a more actively managed with annual turnover of: 37.00 vs. VEXRX (35.00). PBSRX has a lower initial minimum investment than VEXRX: PBSRX (3000) vs VEXRX (50000). PBSRX annual gain was more profitable for investors over the last year : -10.67 vs. VEXRX (-16.43). PBSRX return over 5 years is better than : 20.45 vs. VEXRX (16.37).
| PBSRX | VEXRX | PBSRX / VEXRX | |
| Total Expense Ratio | 1.35 | 0.34 | 397% |
| Annual Report Gross Expense Ratio | 1.59 | 0.34 | 468% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -16.372 | -16.088 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 19.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -10.67 | -16.43 | 65% |
| Returns for 3 years | -17.10 | -13.21 | 129% |
| Returns for 5 years | 20.45 | 16.37 | 125% |
| Returns for 10 years | N/A | -2.96 | - |
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