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NRGEX vs PBSRX
NRGEX vs PBSRX Comparison
Open Charts NRGEX vs PBSRX
Polen US Small Company Growth Investor
Price$16.98
Change-$0.13 (-0.76%)
VolumeN/A
Net Assets41.12M
NRGEX vs PBSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.19B vs. PBSRX (41.1M). NRGEX pays higher dividends than PBSRX: NRGEX (0.54) 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 (0.69). 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 : 13.43 vs. NRGEX (-17.47).
| NRGEX | PBSRX | NRGEX / PBSRX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.75 | 39% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -15.980 | 15.353 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 41.1M | 19,937% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -17.47 | 13.43 | -130% |
| Returns for 3 years | 2.63 | 46.89 | 6% |
| Returns for 5 years | N/A | -8.71 | - |
| Returns for 10 years | N/A | N/A | - |
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