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PBSIX vs VEXRX
PBSIX vs VEXRX Comparison
Open Charts PBSIX vs VEXRX
Polen US Small Company Growth Instl
Price$14.96
Change+$0.25 (+1.70%)
VolumeN/A
Net Assets33.44M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
PBSIX vs VEXRX Comparison Chart in %
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PBSIX vs. VEXRX commentary
Jul 28, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. PBSIX (33.4M). VEXRX pays higher dividends than PBSIX: VEXRX (0.52) vs PBSIX (0.00). PBSIX was incepted earlier than VEXRX: PBSIX (8 years) vs VEXRX (24 years). PBSIX (1.33) is less costly to investors than VEXRX (0.33). PBSIX is a more actively managed with annual turnover of: 54.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than PBSIX: VEXRX (50000) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 4.25 vs. VEXRX (-1.37). VEXRX return over 5 years is better than : 11.05 vs. PBSIX (5.20).
| PBSIX | VEXRX | PBSIX / VEXRX | |
| Total Expense Ratio | 1.10 | 0.33 | 333% |
| Annual Report Gross Expense Ratio | 1.33 | 0.33 | 403% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 0.134 | 1.432 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4M | 20.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 4.25 | -1.37 | -311% |
| Returns for 3 years | 21.04 | 17.02 | 124% |
| Returns for 5 years | 5.20 | 11.05 | 47% |
| Returns for 10 years | N/A | 20.53 | - |
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