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PBSRX vs VSGIX
PBSRX vs VSGIX Comparison
Open Charts PBSRX vs VSGIX
Polen US Small Company Growth Investor
Price$15.77
Change+$0.27 (+1.74%)
VolumeN/A
Net Assets28.15M
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
PBSRX vs VSGIX Comparison Chart in %
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PBSRX vs. VSGIX commentary
Sep 08, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. PBSRX (28.1M). VSGIX pays higher dividends than PBSRX: VSGIX (0.52) vs PBSRX (0.00). PBSRX was incepted earlier than VSGIX: PBSRX (7 years) vs VSGIX (25 years). PBSRX (1.59) is less costly to investors than VSGIX (0.06). PBSRX is a more actively managed with annual turnover of: 54.00 vs. VSGIX (21.00). PBSRX has a lower initial minimum investment than VSGIX: PBSRX (3000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 18.22 vs. PBSRX (16.70). VSGIX return over 5 years is better than : 42.24 vs. PBSRX (8.97).
| PBSRX | VSGIX | PBSRX / VSGIX | |
| Total Expense Ratio | 1.35 | 0.06 | 2,250% |
| Annual Report Gross Expense Ratio | 1.59 | 0.06 | 2,650% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 7.269 | 6.230 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1M | 38.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 16.70 | 18.22 | 92% |
| Returns for 3 years | 28.69 | 42.63 | 67% |
| Returns for 5 years | 8.97 | 42.24 | 21% |
| Returns for 10 years | N/A | 141.96 | - |
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