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PBSRX vs VSGAX
PBSRX vs VSGAX Comparison
Open Charts PBSRX vs VSGAX
Polen 5Perspectives Small Growth I
Price$17.46
Change-$0.69 (-3.80%)
VolumeN/A
Net Assets47.72M
Vanguard Small Cap Growth Index Admiral
Price$108.84
Change-$1.72 (-1.56%)
VolumeN/A
Net Assets39.31B
PBSRX vs VSGAX Comparison Chart in %
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PBSRX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.3B vs. PBSRX (47.7M). VSGAX pays higher dividends than PBSRX: VSGAX (0.52) vs PBSRX (0.00). PBSRX was incepted earlier than VSGAX: PBSRX (7 years) vs VSGAX (14 years). PBSRX (1.75) 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. PBSRX annual gain was more profitable for investors over the last year : 14.04 vs. VSGAX (6.33). VSGAX return over 5 years is better than : 6.40 vs. PBSRX (-12.87).
| PBSRX | VSGAX | PBSRX / VSGAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.75 | 0.07 | 2,500% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 6.140 | 2.563 | 240% |
| 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 | 0.52 | - |
| Returns for 1 year | 14.04 | 6.33 | 222% |
| Returns for 3 years | 24.98 | 35.15 | 71% |
| Returns for 5 years | -12.87 | 6.40 | -201% |
| Returns for 10 years | N/A | 201.07 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ASET | 34.27 | N/A | N/A |
| FlexShares Real Assets Allocation Index Fund | |||
| HAPI | 41.21 | -0.08 | -0.20% |
| Harbor Human Capital Factor US LrgCapETF | |||
| MGF | 3.00 | -0.01 | -0.33% |
| MFS Government Markets Income Trust | |||
| UTG | 37.60 | -0.13 | -0.34% |
| Reaves Utility Income Fund | |||
| TSMY | 15.77 | -0.44 | -2.71% |
| YieldMax TSM Option Inc Strat ETF | |||