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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$14.20
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets32.45M
PBSIX vs VEXPX Comparison Chart in %
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PBSIX vs. VEXPX commentary
Jul 07, 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 Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. PBSIX (32.4M). VEXPX pays higher dividends than PBSIX: VEXPX (0.40) 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: 37.00 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 : 7.09 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. PBSIX (1.79).
| 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 | -4.953 | 0.739 | -670% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 19.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 7.09 | 1.30 | 544% |
| Returns for 3 years | 16.39 | 20.99 | 78% |
| Returns for 5 years | 1.79 | 13.29 | 13% |
| Returns for 10 years | N/A | 18.24 | - |
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