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PBSRX vs VISGX
PBSRX vs VISGX Comparison
Open Charts PBSRX vs VISGX
Polen 5Perspectives Small Growth I
Price$17.46
Change-$0.69 (-3.80%)
VolumeN/A
Net Assets47.72M
Vanguard Small Cap Growth Index I
Price$87.03
Change-$1.38 (-1.56%)
VolumeN/A
Net Assets39.31B
PBSRX vs VISGX Comparison Chart in %
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PBSRX vs. VISGX commentary
Feb 05, 2026
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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.3B vs. PBSRX (47.7M). VISGX pays higher dividends than PBSRX: VISGX (0.41) vs PBSRX (0.00). PBSRX was incepted earlier than VISGX: PBSRX (7 years) vs VISGX (28 years). PBSRX (1.75) is less costly to investors than VISGX (0.19). PBSRX is a more actively managed with annual turnover of: 54.00 vs. VISGX (21.00). PBSRX (3000) and VISGX (3000) have matching initial minimum investment requirements. PBSRX annual gain was more profitable for investors over the last year : 14.04 vs. VISGX (6.30). VISGX return over 5 years is better than : 6.20 vs. PBSRX (-12.87).
| PBSRX | VISGX | PBSRX / VISGX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.75 | 0.19 | 921% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 6.140 | 2.545 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7M | 39.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 14.04 | 6.30 | 223% |
| Returns for 3 years | 24.98 | 35.00 | 71% |
| Returns for 5 years | -12.87 | 6.20 | -208% |
| Returns for 10 years | N/A | 199.75 | - |
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