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PBSRX vs VISGX
PBSRX vs VISGX Comparison
Open Charts PBSRX vs VISGX
Polen US Small Company Growth Investor
Price$16.31
Change+$0.18 (+1.12%)
VolumeN/A
Net Assets36.62M
Vanguard Small Cap Growth Index I
Price$80.87
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets39.74B
PBSRX vs VISGX Comparison Chart in %
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PBSRX vs. VISGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. PBSRX (36.6M). VISGX pays higher dividends than PBSRX: VISGX (0.43) vs PBSRX (0.00). PBSRX was incepted earlier than VISGX: PBSRX (7 years) vs VISGX (28 years). PBSRX (1.75) 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 : 6.82 vs. VISGX (0.48). VISGX return over 5 years is better than : 18.88 vs. PBSRX (1.70).
| PBSRX | VISGX | PBSRX / VISGX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.75 | 0.19 | 921% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 9.579 | 2.530 | 379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6M | 39.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 6.82 | 0.48 | 1,428% |
| Returns for 3 years | 29.35 | 37.92 | 77% |
| Returns for 5 years | 1.70 | 18.88 | 9% |
| Returns for 10 years | N/A | 135.27 | - |
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