Interact to see
Advertisement
Advertisement
PBMIX vs PEMGX
PBMIX vs PEMGX Comparison
Open Charts PBMIX vs PEMGX
Polen US SMID Company Growth Instl
Price$8.86
Change-$0.13 (-1.45%)
VolumeN/A
Net Assets3.19M
PBMIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. PBMIX (3.19M). PBMIX (0.00) and PEMGX (0.00) have matching dividends . PBMIX was incepted earlier than PEMGX: PBMIX (5 years) vs PEMGX (20 years). PBMIX (2.09) is less costly to investors than PEMGX (0.91). PBMIX is a more actively managed with annual turnover of: 58.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than PBMIX: PEMGX (1000) vs PBMIX (100000). PBMIX annual gain was more profitable for investors over the last year : 9.93 vs. PEMGX (-3.03).
| PBMIX | PEMGX | PBMIX / PEMGX | |
| Total Expense Ratio | 1.05 | 0.91 | 115% |
| Annual Report Gross Expense Ratio | 2.09 | 0.91 | 230% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 8.845 | 2.206 | 401% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19M | 31.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.93 | -3.03 | -328% |
| Returns for 3 years | 38.87 | 48.57 | 80% |
| Returns for 5 years | N/A | 35.03 | - |
| Returns for 10 years | N/A | 99.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement