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PBSRX vs VSGIX
PBSRX vs VSGIX Comparison
Open Charts PBSRX vs VSGIX
Polen US Small Company Growth Investor
Price$13.86
Change-$0.11 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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PBSRX vs VSGIX Comparison Chart
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PBSRX vs. VSGIX commentary
Sep 21, 2024
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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. PBSRX (50.8M). VSGIX pays higher dividends than PBSRX: VSGIX (0.67) vs PBSRX (0.00). PBSRX was incepted earlier than VSGIX: PBSRX (6 years) vs VSGIX (24 years). PBSRX is a more actively managed with annual turnover of: 45.00 vs. VSGIX (19.00). PBSRX has a lower initial minimum investment than VSGIX: PBSRX (3000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.15 vs. PBSRX (10.35). VSGIX return over 5 years is better than : 43.36 vs. PBSRX (15.55).
| PBSRX | VSGIX | PBSRX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -1.758 | 10.308 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 35.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 10.35 | 25.15 | 41% |
| Returns for 3 years | -36.12 | -6.70 | 539% |
| Returns for 5 years | 15.55 | 43.36 | 36% |
| Returns for 10 years | N/A | 126.99 | - |
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