Public Dashboard: Best Small Company Funds

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

12/16/2017
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,986.30 10.6% 27.5 0.7% 58% 53 61.7 6.1%
Brown Capital BCSIX 3.57 $93.64 $334.67 8.4% 13.6% 37.8 0.3% 67% 56 73 5.9%
Buffalo Small Cap BUFSX 11.67 $18.97 $221.36 5.6% 12.7% 31.3 0.6% 59% 60 62 8.4%
Conestoga Small Cap CCASX 5.64 $51.62 $291.29 7.3% 11.4% 30.4 0.5% 63% 56 69 6.5%
Champlain Small Company CIPSX 12.21 $21.44 $261.78 6.6% 9.0% 26.6 0.8% 59% 53 61 6.7%
First Trust Small Cap Core FYX 3.96 $59.50 $235.62 5.9% 9.3% 15.2 0.6% 42% 51 57 6.3%
RS Small Cap Equity A GPSCX 14.64 $18.98 $277.89 7.0% 11.1% 24.2 0.4% 49% 42 51 6.5%
Goldman Sachs Small Cap Growth Insights GSAOX 6.64 $36.30 $240.89 6.0% 8.4% 32.1 0.8% 48% 39 41 3.8%
Pennsylvania Mutual PENNX 16.50 $12.56 $207.27 5.2% 7.1% 26.0 1.4% 60% 57 64 3.2%
PRIMECAP Odyssey Aggressive Growth POAGX 9.18 $41.41 $380.27 9.5% 13.5% 32.6 0.4% 46% 32 44 7.0%
T. Rowe Price Div Small Cap Growth PRDSX 8.43 $33.72 $284.09 7.1% 9.6% 33.5 0.7% 65% 56 73 3.6%
T. Rowe Price New Horizons PRNHX 6.05 $55.59 $336.49 8.4% 10.1% 30.1 0.8% 66% 56 76 6.4%
Stratton Small-Cap Value STSCX 2.57 $92.63 $237.78 6.0% 6.5% 18.3 1.1% 54% 60 60 2.8%
Vanguard Total Stock Market VTSMX 3.40 $64.39 $219.12 5.5% 8.2% 19.8 2.1% 92% 74 86 7.5%
Wasatch Small Cap Growth WAAEX 4.61 $46.28 $213.35 5.4% 12.0% 27.5 0.5% 64% 69 67 6.8%
Wasatch Micro Cap Value WAMVX 69.44 $3.52 $244.44 6.1% 13.5% 17.7 0.4% 32% 46 44 10.1%


MIPAR 6.4%  
Sweet Spot 11.4% - 16.4%  

Portfolio Averages

PAR 6.1%
Quality 61.7
Growth 10.6%
P/E Ratio 27.5
Yield 0.7%
Fin Strength 58%
EPS Stability 53