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NRGEX vs PBSRX
NRGEX vs PBSRX Comparison
Open Charts NRGEX vs PBSRX
Polen 5Perspectives Small Growth I
Price$17.46
Change-$0.69 (-3.80%)
VolumeN/A
Net Assets47.72M
NRGEX vs PBSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.59B vs. PBSRX (47.7M). NRGEX pays higher dividends than PBSRX: NRGEX (1.23) vs PBSRX (0.00). NRGEX was incepted earlier than PBSRX: NRGEX (4 years) vs PBSRX (7 years). PBSRX (1.75) is less costly to investors than NRGEX (0.68). PBSRX is a more actively managed with annual turnover of: 54.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than PBSRX: NRGEX (0) vs PBSRX (3000). PBSRX annual gain was more profitable for investors over the last year : 14.04 vs. NRGEX (-11.32).
| NRGEX | PBSRX | NRGEX / PBSRX | |
| Total Expense Ratio | 0.02 | 1.35 | 1% |
| Annual Report Gross Expense Ratio | 0.68 | 1.75 | 39% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 7.462 | 6.140 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 47.7M | 18,010% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -11.32 | 14.04 | -81% |
| Returns for 3 years | -2.53 | 24.98 | -10% |
| Returns for 5 years | N/A | -12.87 | - |
| Returns for 10 years | N/A | N/A | - |
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