Polen U.S. Small Company Growth Fund (PBSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PBSIX
PBSIX charges 1.26% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among PBSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PBSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | PBSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | PBSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | PBSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | PBSIX vs VISGX |
Best Risk-Adjusted Alternatives to PBSIX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | PBSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | PBSIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | PBSIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | PBSIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | PBSIX vs HRSMX |
Top Performing PBSIX Alternatives (YTD)
PBSIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | PBSIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | PBSIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | PBSIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | PBSIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | PBSIX vs OBMCX |
Lowest Volatility Alternatives to PBSIX
PBSIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | PBSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | PBSIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | PBSIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | PBSIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | PBSIX vs ETEGX |
Lowest Drawdown Alternatives to PBSIX
PBSIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | PBSIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | PBSIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | PBSIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | PBSIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | PBSIX vs CTSIX |
Other Mutual Funds from Polen Capital
Most popular Polen Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Polen Growth Fund | Large Cap Growth Equities | 1 | -19.94% | Sep 15, 2010 | PBSIX vs POLIX | |
| Polen Global Growth Fund | Global Equities | 1 | -17.81% | Dec 29, 2014 | PBSIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 15 | -1.13% | Jul 16, 2015 | PBSIX vs DDJIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 0 | -16.09% | Dec 29, 2016 | PBSIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | -2.71% | Oct 15, 2020 | PBSIX vs PGEIX |
Often Compared With PBSIX
What investors most often compare with PBSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | PBSIX vs AVUV | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | PBSIX vs PNSAX |
Compare PBSIX with Any Fund or Stock
Compare PBSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.