Public Dashboard: Best Small Company Funds

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

06/20/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $4,387.07 10.7% 34.7 0.6% 55% 49 59.0 5.3%
Brown Capital BCSIX 3.57 $109.96 $393.00 9.0% 13.1% 41.4 0.2% 67% 54 72 5.5%
Buffalo Small Cap BUFSX 11.67 $17.58 $205.14 4.7% 14.1% 34.4 0.4% 53% 37 53 7.8%
Conestoga Small Cap CCASX 5.64 $56.20 $317.14 7.2% 11.2% 30.9 0.4% 60% 55 64 5.6%
Champlain Small Company CIPSX 12.21 $23.20 $283.27 6.5% 7.6% 26.1 1.1% 60% 44 54 -8.1%
First Trust Small Cap Core FYX 3.96 $67.62 $267.78 6.1% 7.4% 67.6 0.5% 23% 30 35 -0.1%
RS Small Cap Equity A GPSCX 14.64 $22.31 $326.64 7.4% 14.9% 34.2 0.6% 46% 42 48 9.1%
Goldman Sachs Small Cap Growth Insights GSAOX 6.64 $41.55 $275.73 6.3% 8.1% 31.8 0.5% 52% 55 59 3.8%
Pennsylvania Mutual PENNX 16.50 $11.36 $187.46 4.3% 7.3% 23.6 1.1% 60% 61 66 5.0%
PRIMECAP Odyssey Aggressive Growth POAGX 9.18 $51.23 $470.45 10.7% 12.9% 46.7 0.3% 43% 29 47 9.4%
T. Rowe Price Div Small Cap Growth PRDSX 8.43 $38.52 $324.53 7.4% 10.0% 37.2 0.7% 62% 52 70 5.7%
T. Rowe Price New Horizons PRNHX 6.05 $62.15 $376.19 8.6% 11.0% 34.1 0.8% 63% 54 67 5.7%
Stratton Small-Cap Value STSCX 2.57 $88.50 $227.18 5.2% 6.8% 18.2 0.9% 50% 65 64 6.0%
Vanguard Total Stock Market VTSMX 3.40 $69.80 $237.53 5.4% 9.0% 23.0 1.8% 94% 71 87 9.4%
Wasatch Small Cap Growth WAAEX 4.61 $51.95 $239.49 5.5% 12.8% 28.8 0.6% 65% 66 69 6.5%
Wasatch Micro Cap Value WAMVX 69.44 $3.68 $255.55 5.8% 9.9% 22.4 0.5% 36% 45 35 5.8%


MIPAR 6.7%  
Sweet Spot 11.7% - 16.7%  

Portfolio Averages

PAR 5.3%
Quality 59.0
Growth 10.7%
P/E Ratio 34.7
Yield 0.6%
Fin Strength 55%
EPS Stability 49