Public Dashboard: Best Small Company Funds

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

09/21/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,977.80 11.7% 38.9 0.6% 59% 51 62.9 9.4%
Brown Capital BCSIX 3.57 $107.27 $383.38 9.6% 13.6% 61.4 0.2% 69% 54 73 7.1%
Buffalo Small Cap BUFSX 11.67 $13.67 $159.52 4.0% 16.2% 43.9 0.3% 52% 35 50 14.1%
Conestoga Small Cap CCASX 5.64 $59.58 $336.21 8.5% 11.5% 80.9 0.3% 57% 59 67 8.1%
Champlain Small Company CIPSX 12.21 $20.35 $248.47 6.2% 9.1% 30.3 0.6% 59% 53 62 7.4%
First Trust Small Cap Core FYX 3.96 $61.13 $242.07 6.1% 12.7% 42.7 0.5% 38% 31 41 11.0%
RS Small Cap Equity A GPSCX 14.64 $16.50 $241.58 6.1% 18.4% 50.1 0.3% 54% 38 54 14.6%
Goldman Sachs Small Cap Growth Insights GSAOX 6.64 $34.73 $230.47 5.8% 9.3% 25.2 0.4% 59% 54 62 6.9%
Pennsylvania Mutual PENNX 16.50 $9.21 $151.98 3.8% 7.5% 23.1 1.0% 63% 66 66 6.2%
PRIMECAP Odyssey Aggressive Growth POAGX 9.18 $43.62 $400.56 10.1% 10.5% 37.9 0.5% 48% 29 49 9.8%
T. Rowe Price Div Small Cap Growth PRDSX 8.43 $38.86 $327.40 8.2% 8.9% 28.5 0.8% 65% 60 72 6.9%
T. Rowe Price New Horizons PRNHX 6.05 $62.69 $379.46 9.5% 13.7% 30.1 0.7% 67% 56 74 10.3%
Stratton Small-Cap Value STSCX 2.57 $78.59 $201.74 5.1% 6.8% 16.2 1.0% 54% 65 66 7.9%
Vanguard Total Stock Market VTSMX 3.40 $74.33 $252.94 6.4% 8.9% 19.5 1.8% 95% 76 90 10.3%
Wasatch Small Cap Growth WAAEX 4.61 $41.68 $192.14 4.8% 13.8% 36.1 0.5% 67% 61 69 11.5%
Wasatch Micro Cap Value WAMVX 69.44 $3.31 $229.86 5.8% 14.3% 28.2 0.4% 33% 39 38 11.9%


MIPAR 8.8%  
Sweet Spot 13.8% - 18.8%  

Portfolio Averages

PAR 9.4%
Quality 62.9
Growth 11.7%
P/E Ratio 38.9
Yield 0.6%
Fin Strength 59%
EPS Stability 51