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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$15.98
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets28.15M
PBSIX vs VEXPX Comparison Chart in %
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PBSIX vs. VEXPX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PBSIX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. PBSIX (28.1M). VEXPX pays higher dividends than PBSIX: VEXPX (0.39) vs PBSIX (0.00). PBSIX was incepted earlier than VEXPX: PBSIX (8 years) vs VEXPX (58 years). PBSIX (1.33) is less costly to investors than VEXPX (0.44). PBSIX is a more actively managed with annual turnover of: 54.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than PBSIX: VEXPX (3000) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 16.98 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. PBSIX (10.39).
| PBSIX | VEXPX | PBSIX / VEXPX | |
| Total Expense Ratio | 1.10 | 0.44 | 250% |
| Annual Report Gross Expense Ratio | 1.33 | 0.44 | 302% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | 7.430 | 5.159 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1M | 20.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 16.98 | 2.63 | 645% |
| Returns for 3 years | 29.64 | 22.05 | 134% |
| Returns for 5 years | 10.39 | 12.14 | 86% |
| Returns for 10 years | N/A | 31.21 | - |
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