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PBSIX vs VEXRX
PBSIX vs VEXRX Comparison
Open Charts PBSIX vs VEXRX
Polen US Small Company Growth Instl
Price$13.69
Change-$0.35 (-2.49%)
VolumeN/A
Net Assets33.75M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
PBSIX vs VEXRX Comparison Chart
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PBSIX vs. VEXRX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. PBSIX (33.7M). VEXRX pays higher dividends than PBSIX: VEXRX (0.54) 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: 37.00 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 : 3.32 vs. VEXRX (-4.58). VEXRX return over 5 years is better than : 12.41 vs. PBSIX (6.45).
| 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 | -8.367 | -4.539 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 19.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 3.32 | -4.58 | -72% |
| Returns for 3 years | 14.95 | 16.73 | 89% |
| Returns for 5 years | 6.45 | 12.41 | 52% |
| Returns for 10 years | N/A | 8.95 | - |
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