Interact to see
Advertisement
Advertisement
PBMIX vs PMBCX
PBMIX vs PMBCX Comparison
Open Charts PBMIX vs PMBCX
Polen US SMID Company Growth Instl
Price$7.36
Change-$0.18 (-2.39%)
VolumeN/A
Net Assets3.58M
PBMIX vs PMBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. PBMIX (3.58M). PBMIX (0.00) and PMBCX (0.00) have matching dividends . PBMIX was incepted earlier than PMBCX: PBMIX (4 years) vs PMBCX (18 years). PMBCX (1.75) and PBMIX (1.70) have similar cost to investors . PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than PBMIX: PMBCX (1000) vs PBMIX (100000). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. PBMIX (-0.54).
| PBMIX | PMBCX | PBMIX / PMBCX | |
| Total Expense Ratio | 1.05 | 1.75 | 60% |
| Annual Report Gross Expense Ratio | 1.70 | 1.75 | 97% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -9.582 | 1.538 | -623% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58M | 30.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.54 | 9.12 | -6% |
| Returns for 3 years | 17.38 | 42.85 | 41% |
| Returns for 5 years | N/A | 42.73 | - |
| Returns for 10 years | N/A | 65.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CAOS | 89.02 | 0.17 | +0.19% |
| Alpha Architect Tail Risk ETF | |||
| PFD | 11.12 | -0.06 | -0.51% |
| Flaherty & Crumrine Preferred and Income Fund | |||
| YCL | 23.39 | -0.12 | -0.51% |
| ProShares Ultra Yen | |||
| IUSV | 92.53 | -0.99 | -1.06% |
| iShares Core S&P US Value ETF | |||
| GSEW | 79.52 | -0.94 | -1.17% |
| Goldman Sachs Equal Wght US Lg Cp Eq ETF | |||