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NRGSX vs PBSIX
NRGSX vs PBSIX Comparison
Open Charts NRGSX vs PBSIX
Polen US Small Company Growth Instl
Price$17.41
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets41.43M
NRGSX vs PBSIX Comparison Chart in %
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NRGSX vs. PBSIX commentary
Dec 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NRGSX is a StrongBuy and PBSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.21B vs. PBSIX (41.4M). NRGSX pays higher dividends than PBSIX: NRGSX (0.07) vs PBSIX (0.00). NRGSX was incepted earlier than PBSIX: NRGSX (13 years) vs PBSIX (8 years). PBSIX (1.50) is less costly to investors than NRGSX (0.74). PBSIX is a more actively managed with annual turnover of: 54.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than PBSIX: NRGSX (0) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 14.84 vs. NRGSX (-17.12). PBSIX return over 5 years is better than : -6.80 vs. NRGSX (-21.07).
| NRGSX | PBSIX | NRGSX / PBSIX | |
| Total Expense Ratio | 0.74 | 1.10 | 67% |
| Annual Report Gross Expense Ratio | 0.74 | 1.50 | 49% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | -15.822 | 16.533 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 41.4M | 19,831% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -17.12 | 14.84 | -115% |
| Returns for 3 years | 1.26 | 47.17 | 3% |
| Returns for 5 years | -21.07 | -6.80 | 310% |
| Returns for 10 years | 7.95 | N/A | - |
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