Interact to see
Advertisement
Advertisement
PBSRX vs VISGX
PBSRX vs VISGX Comparison
Open Charts PBSRX vs VISGX
Polen US Small Company Growth Investor
Price$16.50
Change+$0.25 (+1.54%)
VolumeN/A
Net Assets29.53M
Vanguard Small Cap Growth Index I
Price$83.81
Change+$0.66 (+0.79%)
VolumeN/A
Net Assets38.63B
PBSRX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBSRX vs. VISGX commentary
Sep 29, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. PBSRX (29.5M). VISGX pays higher dividends than PBSRX: VISGX (0.40) vs PBSRX (0.00). PBSRX was incepted earlier than VISGX: PBSRX (7 years) vs VISGX (27 years). PBSRX (1.59) is less costly to investors than VISGX (0.19). PBSRX is a more actively managed with annual turnover of: 54.00 vs. VISGX (21.00). PBSRX (3000) and VISGX (3000) have matching initial minimum investment requirements. PBSRX annual gain was more profitable for investors over the last year : 18.03 vs. VISGX (12.07). VISGX return over 5 years is better than : 42.33 vs. PBSRX (17.69).
| PBSRX | VISGX | PBSRX / VISGX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.59 | 0.19 | 837% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 12.092 | 6.516 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 38.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 18.03 | 12.07 | 149% |
| Returns for 3 years | 44.36 | 54.15 | 82% |
| Returns for 5 years | 17.69 | 42.33 | 42% |
| Returns for 10 years | N/A | 162.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers