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PBSRX vs VSGIX
PBSRX vs VSGIX Comparison
Open Charts PBSRX vs VSGIX
Polen US Small Company Growth Investor
Price$16.13
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets36.68M
Vanguard Small Cap Growth Index I
Price$80.77
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets39.74B
PBSRX vs VSGIX Comparison Chart in %
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PBSRX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. PBSRX (36.7M). VSGIX pays higher dividends than PBSRX: VSGIX (0.55) vs PBSRX (0.00). PBSRX was incepted earlier than VSGIX: PBSRX (7 years) vs VSGIX (26 years). PBSRX (1.75) is less costly to investors than VSGIX (0.06). PBSRX is a more actively managed with annual turnover of: 54.00 vs. VSGIX (21.00). PBSRX has a lower initial minimum investment than VSGIX: PBSRX (3000) vs VSGIX (5000000). PBSRX annual gain was more profitable for investors over the last year : 7.81 vs. VSGIX (1.75). VSGIX return over 5 years is better than : 19.37 vs. PBSRX (2.21).
| PBSRX | VSGIX | PBSRX / VSGIX | |
| Total Expense Ratio | 1.35 | 0.06 | 2,250% |
| Annual Report Gross Expense Ratio | 1.75 | 0.06 | 2,917% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 9.783 | 2.498 | 392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7M | 39.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 7.81 | 1.75 | 445% |
| Returns for 3 years | 29.59 | 38.00 | 78% |
| Returns for 5 years | 2.21 | 19.37 | 11% |
| Returns for 10 years | N/A | 136.19 | - |
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