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NRGSX vs PBSYX
NRGSX vs PBSYX Comparison
Open Charts NRGSX vs PBSYX
Polen 5Perspectives Small Growth Y
Price$17.86
Change-$0.70 (-3.77%)
VolumeN/A
Net Assets49.59M
NRGSX vs PBSYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.59B vs. PBSYX (49.6M). NRGSX pays higher dividends than PBSYX: NRGSX (0.48) vs PBSYX (0.00). NRGSX was incepted earlier than PBSYX: NRGSX (13 years) vs PBSYX (5 years). PBSYX (1.45) is less costly to investors than NRGSX (0.74). PBSYX is a more actively managed with annual turnover of: 54.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than PBSYX: NRGSX (0) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 19.36 vs. NRGSX (-12.75).
| NRGSX | PBSYX | NRGSX / PBSYX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.74 | 1.45 | 51% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 5.452 | 10.410 | 52% |
| 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 | 0.48 | 0.00 | - |
| Returns for 1 year | -12.75 | 19.36 | -66% |
| Returns for 3 years | -6.33 | 31.26 | -20% |
| Returns for 5 years | -23.10 | N/A | - |
| Returns for 10 years | 24.83 | N/A | - |
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