Interact to see
Advertisement
Advertisement
PBSRX vs VEXRX
PBSRX vs VEXRX Comparison
Open Charts PBSRX vs VEXRX
Polen US Small Company Growth Investor
Price$13.39
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets34.64M
PBSRX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBSRX vs. VEXRX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. PBSRX (34.6M). VEXRX pays higher dividends than PBSRX: VEXRX (0.57) vs PBSRX (0.00). PBSRX was incepted earlier than VEXRX: PBSRX (6 years) vs VEXRX (24 years). PBSRX (1.59) is less costly to investors than VEXRX (0.33). 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 : -1.98 vs. VEXRX (-7.48). VEXRX return over 5 years is better than : 12.77 vs. PBSRX (8.46).
| PBSRX | VEXRX | PBSRX / VEXRX | |
| Total Expense Ratio | 1.35 | 0.33 | 409% |
| Annual Report Gross Expense Ratio | 1.59 | 0.33 | 482% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -9.375 | -6.448 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 18.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -1.98 | -7.48 | 27% |
| Returns for 3 years | 7.32 | 9.12 | 80% |
| Returns for 5 years | 8.46 | 12.77 | 66% |
| Returns for 10 years | N/A | 8.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers