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PBSYX vs VEXPX
PBSYX vs VEXPX Comparison
Open Charts PBSYX vs VEXPX
Polen US Small Company Growth Y
Price$15.22
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets26.34M
PBSYX vs VEXPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. PBSYX (26.3M). VEXPX pays higher dividends than PBSYX: VEXPX (0.40) vs PBSYX (0.00). PBSYX was incepted earlier than VEXPX: PBSYX (4 years) vs VEXPX (58 years). PBSYX (1.25) is less costly to investors than VEXPX (0.44). PBSYX is a more actively managed with annual turnover of: 54.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than PBSYX: VEXPX (3000) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 8.98 vs. VEXPX (-0.47).
| PBSYX | VEXPX | PBSYX / VEXPX | |
| Total Expense Ratio | 1.00 | 0.44 | 227% |
| Annual Report Gross Expense Ratio | 1.25 | 0.44 | 284% |
| Fund Existence | 4 years | 58 years | - |
| Gain YTD | 1.201 | -1.044 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3M | 19.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 8.98 | -0.47 | -1,909% |
| Returns for 3 years | 10.09 | 8.88 | 114% |
| Returns for 5 years | N/A | 3.23 | - |
| Returns for 10 years | N/A | 18.33 | - |