Polen U.S. Small Company Growth Fund (PBSIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBSIX
PBSIX charges 1.26% annually. There are 124 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | PBSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | PBSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | PBSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PBSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PBSIX vs VISGX |
Best Risk-Adjusted Alternatives to PBSIX
PBSIX has a PortfoliosLab risk / return rank of 62. There are 36 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | PBSIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | PBSIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | PBSIX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | PBSIX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | PBSIX vs NEAIX |
Top Performing PBSIX Alternatives (YTD)
PBSIX is at 25.03% YTD. There are 27 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | PBSIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | PBSIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | PBSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | PBSIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | PBSIX vs OBMCX |
Lowest Volatility Alternatives to PBSIX
PBSIX has 30.99% 1-year volatility. There are 162 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | PBSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | PBSIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | PBSIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | PBSIX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | PBSIX vs NBGNX |
Lowest Drawdown Alternatives to PBSIX
PBSIX has a 1-year max drawdown of -13.67%. There are 92 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | PBSIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PBSIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PBSIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PBSIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PBSIX vs RFIMX |
Other Mutual Funds from Polen Capital
The 5 most viewed Polen Capital mutual funds shown here include POLIX, PGIIX, DDJIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Polen Growth Fund | Large Cap Growth Equities | 1 | -10.21% | — | Sep 2010 | PBSIX vs POLIX | |
| Polen Global Growth Fund | Global Equities | 2 | -5.67% | — | Dec 2014 | PBSIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 8 | 0.90% | — | Jul 2015 | PBSIX vs DDJIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -5.04% | — | Dec 2016 | PBSIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | 4 | -2.71% | — | Oct 2020 | PBSIX vs PGEIX |
Often Compared With PBSIX
Investors most often compare PBSIX with AVUV, CTSIX, PXQSX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PBSIX with Any Fund or Stock
Compare PBSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBSIX with funds that move differently
Polen U.S. Small Company Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBSIX.
Explore PBSIX Diversifiers