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PBSIX vs VISGX
PBSIX vs VISGX Comparison
Open Charts PBSIX vs VISGX
Polen US Small Company Growth Instl
Price$13.69
Change-$0.35 (-2.49%)
VolumeN/A
Net Assets33.75M
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
PBSIX vs VISGX Comparison Chart
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PBSIX vs. VISGX 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. PBSIX (33.7M). VISGX pays higher dividends than PBSIX: VISGX (0.44) vs PBSIX (0.00). PBSIX was incepted earlier than VISGX: PBSIX (8 years) vs VISGX (27 years). PBSIX (1.33) is less costly to investors than VISGX (0.19). PBSIX is a more actively managed with annual turnover of: 37.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than PBSIX: VISGX (3000) vs PBSIX (100000). VISGX annual gain was more profitable for investors over the last year : 7.11 vs. PBSIX (3.32). VISGX return over 5 years is better than : 40.29 vs. PBSIX (6.45).
| PBSIX | VISGX | PBSIX / VISGX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -8.367 | -4.531 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 3.32 | 7.11 | 47% |
| Returns for 3 years | 14.95 | 38.50 | 39% |
| Returns for 5 years | 6.45 | 40.29 | 16% |
| Returns for 10 years | N/A | 100.60 | - |
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