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NRGSX vs PBSIX
NRGSX vs PBSIX Comparison
Open Charts NRGSX vs PBSIX
Polen 5Perspectives Small Growth Instl
Price$18.47
Change+$1.17 (+6.76%)
VolumeN/A
Net Assets48.73M
NRGSX vs PBSIX Comparison Chart in %
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NRGSX vs. PBSIX commentary
Feb 04, 2026
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 Hold and PBSIX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. PBSIX (48.7M). NRGSX pays higher dividends than PBSIX: NRGSX (0.48) 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 : 19.24 vs. NRGSX (-12.75). PBSIX return over 5 years is better than : -6.91 vs. NRGSX (-23.10).
| 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 | 5.452 | 10.335 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 48.7M | 17,441% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -12.75 | 19.24 | -66% |
| Returns for 3 years | -6.33 | 30.90 | -20% |
| Returns for 5 years | -23.10 | -6.91 | 334% |
| Returns for 10 years | 24.83 | N/A | - |
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