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PBSRX vs VSGAX
PBSRX vs VSGAX Comparison
Open Charts PBSRX vs VSGAX
Polen US Small Company Growth Investor
Price$15.43
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets27.02M
Vanguard Small Cap Growth Index Admiral
Price$100.59
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets37.46B
PBSRX vs VSGAX Comparison Chart in %
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PBSRX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. PBSRX (27M). VSGAX pays higher dividends than PBSRX: VSGAX (0.53) vs PBSRX (0.00). PBSRX was incepted earlier than VSGAX: PBSRX (7 years) vs VSGAX (14 years). PBSRX (1.59) is less costly to investors than VSGAX (0.07). PBSRX is a more actively managed with annual turnover of: 54.00 vs. VSGAX (21.00). PBSRX (3000) and VSGAX (3000) have matching initial minimum investment requirements. VSGAX annual gain was more profitable for investors over the last year : 12.52 vs. PBSRX (11.09). VSGAX return over 5 years is better than : 34.25 vs. PBSRX (2.19).
| PBSRX | VSGAX | PBSRX / VSGAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.59 | 0.07 | 2,271% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 4.823 | 2.256 | 214% |
| 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 | 0.53 | - |
| Returns for 1 year | 11.09 | 12.52 | 89% |
| Returns for 3 years | 8.28 | 21.62 | 38% |
| Returns for 5 years | 2.19 | 34.25 | 6% |
| Returns for 10 years | N/A | 121.02 | - |
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