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PBSRX vs VSGIX
PBSRX vs VSGIX Comparison
Open Charts PBSRX vs VSGIX
Polen US Small Company Growth Investor
Price$13.98
Change+$0.23 (+1.67%)
VolumeN/A
Net Assets32.45M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
PBSRX vs VSGIX Comparison Chart in %
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PBSRX vs. VSGIX commentary
Jul 07, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. PBSRX (32.4M). VSGIX pays higher dividends than PBSRX: VSGIX (0.55) vs PBSRX (0.00). PBSRX was incepted earlier than VSGIX: PBSRX (6 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: 37.00 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 : 12.95 vs. PBSRX (6.88). VSGIX return over 5 years is better than : 40.73 vs. PBSRX (0.58).
| 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 | 6 years | 25 years | - |
| Gain YTD | -5.027 | 0.607 | -828% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.88 | 12.95 | 53% |
| Returns for 3 years | 15.63 | 41.88 | 37% |
| Returns for 5 years | 0.58 | 40.73 | 1% |
| Returns for 10 years | N/A | 116.42 | - |