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PBMIX vs PMBMX
PBMIX vs PMBMX Comparison
Open Charts PBMIX vs PMBMX
Polen US SMID Company Growth Instl
Price$7.66
Change+$0.15 (+2.00%)
VolumeN/A
Net Assets3.34M
PBMIX vs PMBMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. PBMIX (3.35M). PMBMX pays higher dividends than PBMIX: PMBMX (0.02) vs PBMIX (0.00). PBMIX was incepted earlier than PMBMX: PBMIX (4 years) vs PMBMX (25 years). PBMIX (1.70) is less costly to investors than PMBMX (1.14). PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PBMIX: PMBMX (0) vs PBMIX (100000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. PBMIX (5.36).
| PBMIX | PMBMX | PBMIX / PMBMX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.70 | 1.14 | 149% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -5.897 | 6.854 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 5.36 | 14.80 | 36% |
| Returns for 3 years | 21.01 | 50.19 | 42% |
| Returns for 5 years | N/A | 55.71 | - |
| Returns for 10 years | N/A | 94.74 | - |
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