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PBMIX vs RPTIX
PBMIX vs RPTIX Comparison
Open Charts PBMIX vs RPTIX
Polen US SMID Company Growth Instl
Price$8.15
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets3.47M
T. Rowe Price Mid-Cap Growth I
Price$102.28
Change+$0.10 (+0.10%)
VolumeN/A
Net Assets27.37B
PBMIX vs RPTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 27.4B vs. PBMIX (3.47M). RPTIX pays higher dividends than PBMIX: RPTIX (0.05) vs PBMIX (0.00). PBMIX was incepted earlier than RPTIX: PBMIX (4 years) vs RPTIX (10 years). PBMIX (1.70) is less costly to investors than RPTIX (0.63). PBMIX is a more actively managed with annual turnover of: 58.00 vs. RPTIX (22.60). PBMIX has a lower initial minimum investment than RPTIX: PBMIX (100000) vs RPTIX (500000). PBMIX annual gain was more profitable for investors over the last year : 5.03 vs. RPTIX (-3.76).
| PBMIX | RPTIX | PBMIX / RPTIX | |
| Total Expense Ratio | 1.05 | 0.63 | 167% |
| Annual Report Gross Expense Ratio | 1.70 | 0.63 | 270% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 0.123 | 2.239 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47M | 27.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | 5.03 | -3.76 | -134% |
| Returns for 3 years | 3.30 | 2.62 | 126% |
| Returns for 5 years | N/A | 1.88 | - |
| Returns for 10 years | N/A | N/A | - |