Public Dashboard: Best Small Company Funds

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

06/26/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,924.49 11.4% 33.6 0.6% 58% 50 60.9 8.0%
Brown Capital BCSIX 3.57 $104.78 $374.48 9.5% 13.9% 41.3 0.2% 67% 52 72 7.4%
Buffalo Small Cap BUFSX 11.67 $13.23 $154.38 3.9% 15.3% 42.1 0.3% 52% 36 48 11.2%
Conestoga Small Cap CCASX 5.64 $58.64 $330.91 8.4% 10.8% 30.2 0.3% 56% 57 66 5.8%
Champlain Small Company CIPSX 12.21 $19.76 $241.27 6.1% 8.9% 30.3 0.7% 60% 52 60 7.0%
First Trust Small Cap Core FYX 3.96 $59.34 $234.99 6.0% 10.5% 54.4 0.4% 40% 25 40 7.6%
RS Small Cap Equity A GPSCX 14.64 $16.73 $244.94 6.2% 19.0% 46.3 0.3% 49% 36 46 11.8%
Goldman Sachs Small Cap Growth Insights GSAOX 6.64 $34.28 $227.48 5.8% 8.8% 24.2 0.4% 59% 57 61 5.3%
Pennsylvania Mutual PENNX 16.50 $8.89 $146.70 3.7% 7.7% 22.9 1.0% 60% 66 65 5.8%
PRIMECAP Odyssey Aggressive Growth POAGX 9.18 $44.29 $406.72 10.4% 10.3% 37.7 0.4% 48% 27 48 9.0%
T. Rowe Price Div Small Cap Growth PRDSX 8.43 $37.71 $317.71 8.1% 9.4% 37.1 0.8% 64% 58 71 6.5%
T. Rowe Price New Horizons PRNHX 6.05 $62.57 $378.74 9.7% 12.0% 29.5 0.7% 68% 56 71 6.8%
Stratton Small-Cap Value STSCX 2.57 $76.45 $196.25 5.0% 6.7% 16.2 1.0% 51% 67 64 7.6%
Vanguard Total Stock Market VTSMX 3.40 $72.88 $248.01 6.3% 8.5% 20.1 1.8% 95% 74 89 9.9%
Wasatch Small Cap Growth WAAEX 4.61 $41.06 $189.29 4.8% 13.6% 34.9 0.5% 67% 61 68 8.8%
Wasatch Micro Cap Value WAMVX 69.44 $3.35 $232.64 5.9% 14.2% 28.4 0.4% 33% 35 33 11.9%


MIPAR 9.2%  
Sweet Spot 14.2% - 19.2%  

Portfolio Averages

PAR 8.0%
Quality 60.9
Growth 11.4%
P/E Ratio 33.6
Yield 0.6%
Fin Strength 58%
EPS Stability 50