Public Dashboard: Best Small Company Funds

Our favorite small company funds. Values are result of $100 invested on 12/31/2007.

12/16/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,731.44 11.4% 36.8 0.6% 58% 50 59.6 11.0%
Brown Capital BCSIX 3.57 $87.78 $313.73 8.4% 14.0% 41.4 0.2% 68% 55 75 11.9%
Buffalo Small Cap BUFSX 11.67 $14.85 $173.28 4.6% 15.6% 53.4 0.4% 54% 35 44 14.8%
Conestoga Small Cap CCASX 5.64 $50.55 $285.25 7.6% 12.1% 31.3 0.4% 61% 57 67 9.9%
Champlain Small Company CIPSX 12.21 $20.21 $246.76 6.6% 9.0% 30.8 0.7% 61% 53 59 8.5%
First Trust Small Cap Core FYX 3.96 $56.98 $225.64 6.0% 10.0% 93.6 0.6% 28% 27 34 11.3%
RS Small Cap Equity A GPSCX 14.64 $18.18 $266.17 7.1% 17.0% 36.7 0.4% 51% 38 51 15.2%
Goldman Sachs Small Cap Growth Insights GSAOX 6.64 $31.16 $206.78 5.5% 8.6% 26.9 0.5% 56% 58 59 8.6%
Pennsylvania Mutual PENNX 16.50 $8.11 $133.83 3.6% 7.5% 23.0 1.1% 60% 64 66 8.2%
PRIMECAP Odyssey Aggressive Growth POAGX 9.18 $43.47 $399.19 10.7% 11.5% 43.5 0.4% 44% 28 44 12.6%
T. Rowe Price Div Small Cap Growth PRDSX 8.43 $32.88 $277.01 7.4% 9.9% 37.9 0.8% 65% 57 69 8.6%
T. Rowe Price New Horizons PRNHX 6.05 $57.65 $348.96 9.4% 11.3% 32.1 0.7% 66% 53 67 10.2%
Stratton Small-Cap Value STSCX 2.57 $72.60 $186.36 5.0% 6.7% 18.0 1.0% 55% 64 64 9.9%
Vanguard Total Stock Market VTSMX 3.40 $65.93 $224.36 6.0% 8.4% 21.1 1.8% 95% 73 89 11.3%
Wasatch Small Cap Growth WAAEX 4.61 $47.83 $220.50 5.9% 12.6% 31.4 0.5% 66% 66 70 10.4%
Wasatch Micro Cap Value WAMVX 69.44 $3.22 $223.61 6.0% 13.0% 22.5 0.5% 37% 38 33 12.4%


MIPAR 10.8%  
Sweet Spot 15.8% - 20.8%  

Portfolio Averages

PAR 11.0%
Quality 59.6
Growth 11.4%
P/E Ratio 36.8
Yield 0.6%
Fin Strength 58%
EPS Stability 50