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PBSRX vs VEXRX
PBSRX vs VEXRX Comparison
Open Charts PBSRX vs VEXRX
Polen US Small Company Growth Investor
Price$14.46
Change-$0.61 (-4.05%)
VolumeN/A
Net Assets43.12M
Vanguard Explorer Adm
Price$106.16
Change-$3.05 (-2.79%)
VolumeN/A
Net Assets22.89B
PBSRX vs VEXRX Comparison Chart
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PBSRX vs. VEXRX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.9B vs. PBSRX (43.1M). VEXRX pays higher dividends than PBSRX: VEXRX (0.58) vs PBSRX (0.00). PBSRX was incepted earlier than VEXRX: PBSRX (6 years) vs VEXRX (23 years). PBSRX is a more actively managed with annual turnover of: 45.00 vs. VEXRX (40.00). 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 : 2.34 vs. VEXRX (0.68). PBSRX return over 5 years is better than : 9.46 vs. VEXRX (6.84).
| PBSRX | VEXRX | PBSRX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -1.766 | -0.646 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 22.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 2.34 | 0.68 | 343% |
| Returns for 3 years | -7.72 | 3.31 | -233% |
| Returns for 5 years | 9.46 | 6.84 | 138% |
| Returns for 10 years | N/A | 18.06 | - |
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