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PBMIX vs PMBPX
PBMIX vs PMBPX Comparison
Open Charts PBMIX vs PMBPX
Polen US SMID Company Growth Instl
Price$7.66
Change+$0.15 (+2.00%)
VolumeN/A
Net Assets3.34M
PBMIX vs PMBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. PBMIX (3.35M). PMBPX pays higher dividends than PBMIX: PMBPX (0.01) vs PBMIX (0.00). PBMIX was incepted earlier than PMBPX: PBMIX (4 years) vs PMBPX (25 years). PBMIX (1.70) is less costly to investors than PMBPX (0.83). PBMIX is a more actively managed with annual turnover of: 61.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PBMIX: PMBPX (0) vs PBMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. PBMIX (5.36).
| PBMIX | PMBPX | PBMIX / PMBPX | |
| Total Expense Ratio | 1.05 | 0.83 | 127% |
| Annual Report Gross Expense Ratio | 1.70 | 0.83 | 205% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -5.897 | 7.041 | -84% |
| 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 | 0.01 | - |
| Returns for 1 year | 5.36 | 15.41 | 35% |
| Returns for 3 years | 21.01 | 52.39 | 40% |
| Returns for 5 years | N/A | 59.60 | - |
| Returns for 10 years | N/A | 104.46 | - |
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