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NRGEX vs PBSYX
NRGEX vs PBSYX Comparison
Open Charts NRGEX vs PBSYX
Polen 5Perspectives Small Growth Y
Price$17.86
Change-$0.70 (-3.77%)
VolumeN/A
Net Assets49.59M
NRGEX vs PBSYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.59B vs. PBSYX (49.6M). NRGEX pays higher dividends than PBSYX: NRGEX (1.23) vs PBSYX (0.00). NRGEX was incepted earlier than PBSYX: NRGEX (4 years) vs PBSYX (5 years). PBSYX (1.45) is less costly to investors than NRGEX (0.68). PBSYX is a more actively managed with annual turnover of: 54.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than PBSYX: NRGEX (0) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 19.36 vs. NRGEX (-12.11).
| NRGEX | PBSYX | NRGEX / PBSYX | |
| Total Expense Ratio | 0.02 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.45 | 47% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 5.513 | 10.410 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 49.6M | 17,321% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | 19.36 | -63% |
| Returns for 3 years | -4.30 | 31.26 | -14% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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