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NRGEX vs PBSIX
NRGEX vs PBSIX Comparison
Open Charts NRGEX vs PBSIX
Polen 5Perspectives Small Growth Instl
Price$18.47
Change+$1.17 (+6.76%)
VolumeN/A
Net Assets48.73M
NRGEX vs PBSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.44B vs. PBSIX (48.7M). NRGEX pays higher dividends than PBSIX: NRGEX (1.23) vs PBSIX (0.00). NRGEX was incepted earlier than PBSIX: NRGEX (4 years) vs PBSIX (8 years). PBSIX (1.50) is less costly to investors than NRGEX (0.68). PBSIX is a more actively managed with annual turnover of: 54.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than PBSIX: NRGEX (0) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 19.24 vs. NRGEX (-12.11).
| NRGEX | PBSIX | NRGEX / PBSIX | |
| Total Expense Ratio | 0.02 | 1.10 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.50 | 45% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 5.513 | 10.335 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 48.7M | 17,333% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | 19.24 | -63% |
| Returns for 3 years | -4.30 | 30.90 | -14% |
| Returns for 5 years | N/A | -6.91 | - |
| Returns for 10 years | N/A | N/A | - |
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