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PBSRX vs VISGX
PBSRX vs VISGX Comparison
Open Charts PBSRX vs VISGX
Polen US Small Company Growth Investor
Price$13.98
Change+$0.23 (+1.67%)
VolumeN/A
Net Assets32.45M
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
PBSRX vs VISGX Comparison Chart in %
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PBSRX vs. VISGX 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 PBSRX is a Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. PBSRX (32.4M). VISGX pays higher dividends than PBSRX: VISGX (0.43) vs PBSRX (0.00). PBSRX was incepted earlier than VISGX: PBSRX (6 years) vs VISGX (27 years). PBSRX (1.59) is less costly to investors than VISGX (0.19). PBSRX is a more actively managed with annual turnover of: 37.00 vs. VISGX (21.00). PBSRX (3000) and VISGX (3000) have matching initial minimum investment requirements. VISGX annual gain was more profitable for investors over the last year : 12.91 vs. PBSRX (6.88). VISGX return over 5 years is better than : 40.47 vs. PBSRX (0.58).
| PBSRX | VISGX | PBSRX / VISGX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.59 | 0.19 | 837% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -5.027 | 0.606 | -829% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 6.88 | 12.91 | 53% |
| Returns for 3 years | 15.63 | 41.73 | 37% |
| Returns for 5 years | 0.58 | 40.47 | 1% |
| Returns for 10 years | N/A | 115.56 | - |