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PBSRX vs VSGIX
PBSRX vs VSGIX Comparison
Open Charts PBSRX vs VSGIX
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$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
PBSRX vs VSGIX Comparison Chart
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PBSRX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. PBSRX (33.7M). VSGIX pays higher dividends than PBSRX: VSGIX (0.58) 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 : 7.16 vs. PBSRX (2.67). VSGIX return over 5 years is better than : 40.60 vs. PBSRX (5.07).
| 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 | -8.492 | -4.502 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 2.67 | 7.16 | 37% |
| Returns for 3 years | 14.06 | 38.64 | 36% |
| Returns for 5 years | 5.07 | 40.60 | 12% |
| Returns for 10 years | N/A | 101.47 | - |
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