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PBSRX vs VISGX
PBSRX vs VISGX Comparison
Open Charts PBSRX vs VISGX
Polen US Small Company Growth Investor
Price$13.47
Change-$0.35 (-2.53%)
VolumeN/A
Net Assets33.75M
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
PBSRX vs VISGX Comparison Chart
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PBSRX vs. VISGX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. PBSRX (33.7M). VISGX pays higher dividends than PBSRX: VISGX (0.44) 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 : 7.11 vs. PBSRX (2.67). VISGX return over 5 years is better than : 40.29 vs. PBSRX (5.07).
| 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 | -8.492 | -4.531 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| 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 | 2.67 | 7.11 | 38% |
| Returns for 3 years | 14.06 | 38.50 | 37% |
| Returns for 5 years | 5.07 | 40.29 | 13% |
| Returns for 10 years | N/A | 100.60 | - |
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