Interact to see
Advertisement
Advertisement
PBSRX vs VISGX
PBSRX vs VISGX Comparison
Open Charts PBSRX vs VISGX
Polen US Small Company Growth Investor
Price$15.43
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets27.02M
Vanguard Small Cap Growth Index I
Price$80.43
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets37.46B
PBSRX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBSRX vs. VISGX commentary
Aug 18, 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 Hold and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. PBSRX (27M). VISGX pays higher dividends than PBSRX: VISGX (0.42) vs PBSRX (0.00). PBSRX was incepted earlier than VISGX: PBSRX (7 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: 54.00 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 : 12.46 vs. PBSRX (11.09). VISGX return over 5 years is better than : 33.98 vs. PBSRX (2.19).
| PBSRX | VISGX | PBSRX / VISGX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.59 | 0.19 | 837% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 4.823 | 2.220 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 37.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 11.09 | 12.46 | 89% |
| Returns for 3 years | 8.28 | 21.49 | 39% |
| Returns for 5 years | 2.19 | 33.98 | 6% |
| Returns for 10 years | N/A | 120.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers