Public Dashboard: Best Small Company Funds

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

09/19/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $4,555.02 11.2% 35.6 0.6% 56% 50 60.6 6.5%
Brown Capital BCSIX 3.57 $118.63 $423.98 9.3% 14.5% 41.8 0.2% 67% 56 74 5.8%
Buffalo Small Cap BUFSX 11.67 $18.24 $212.84 4.7% 14.9% 35.2 0.5% 54% 38 54 8.3%
Conestoga Small Cap CCASX 5.64 $61.17 $345.18 7.6% 12.4% 31.3 0.4% 60% 56 67 4.9%
Champlain Small Company CIPSX 12.21 $24.10 $294.26 6.5% 9.3% 31.9 0.7% 62% 55 61 5.3%
First Trust Small Cap Core FYX 3.96 $69.64 $275.77 6.1% 6.8% 68.4 0.5% 24% 29 35 3.1%
RS Small Cap Equity A GPSCX 14.64 $22.26 $325.91 7.2% 15.0% 36.7 0.6% 46% 41 50 10.2%
Goldman Sachs Small Cap Growth Insights GSAOX 6.64 $41.95 $278.38 6.1% 8.3% 30.5 0.5% 53% 55 59 4.1%
Pennsylvania Mutual PENNX 16.50 $11.74 $193.73 4.3% 7.4% 23.5 1.1% 60% 63 66 3.4%
PRIMECAP Odyssey Aggressive Growth POAGX 9.18 $51.29 $471.00 10.3% 12.0% 47.1 0.4% 43% 27 45 9.2%
T. Rowe Price Div Small Cap Growth PRDSX 8.43 $40.13 $338.10 7.4% 10.2% 39.5 0.7% 62% 53 70 5.0%
T. Rowe Price New Horizons PRNHX 6.05 $65.43 $396.05 8.7% 12.1% 34.5 0.8% 63% 52 69 6.6%
Stratton Small-Cap Value STSCX 2.57 $89.78 $230.47 5.1% 6.8% 18.2 0.9% 53% 65 65 5.7%
Vanguard Total Stock Market VTSMX 3.40 $72.63 $247.16 5.4% 8.7% 22.3 1.8% 94% 72 87 8.7%
Wasatch Small Cap Growth WAAEX 4.61 $55.58 $256.22 5.6% 12.8% 31.3 0.5% 65% 66 69 6.7%
Wasatch Micro Cap Value WAMVX 69.44 $3.83 $265.97 5.8% 12.9% 21.5 0.4% 35% 44 39 8.0%


MIPAR 7.2%  
Sweet Spot 12.2% - 17.2%  

Portfolio Averages

PAR 6.5%
Quality 60.6
Growth 11.2%
P/E Ratio 35.6
Yield 0.6%
Fin Strength 56%
EPS Stability 50