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PBSIX vs VEXPX
PBSIX vs VEXPX Comparison
Open Charts PBSIX vs VEXPX
Polen US Small Company Growth Instl
Price$17.28
Change-$0.31 (-1.76%)
VolumeN/A
Net Assets31.49M
PBSIX vs VEXPX Comparison Chart in %
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PBSIX vs. VEXPX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. PBSIX (31.5M). VEXPX pays higher dividends than PBSIX: VEXPX (0.38) vs PBSIX (0.00). PBSIX was incepted earlier than VEXPX: PBSIX (8 years) vs VEXPX (58 years). PBSIX (1.50) 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 : 17.55 vs. VEXPX (-3.30). PBSIX return over 5 years is better than : 10.13 vs. VEXPX (3.49).
| PBSIX | VEXPX | PBSIX / VEXPX | |
| Total Expense Ratio | 1.10 | 0.44 | 250% |
| Annual Report Gross Expense Ratio | 1.50 | 0.44 | 341% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | 15.663 | 4.672 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5M | 20.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 17.55 | -3.30 | -532% |
| Returns for 3 years | 48.45 | 25.83 | 188% |
| Returns for 5 years | 10.13 | 3.49 | 290% |
| Returns for 10 years | N/A | 34.37 | - |
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