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FXAIX vs USBOX
FXAIX vs USBOX Comparison
Open Charts FXAIX vs USBOX
Pear Tree Quality Ordinary
Price$21.22
Change-$0.46 (-2.12%)
VolumeN/A
Net Assets307.48M
FXAIX vs USBOX Comparison Chart
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FXAIX vs. USBOX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Hold and USBOX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. USBOX (307M). FXAIX pays higher dividends than USBOX: FXAIX (1.30) vs USBOX (0.16). FXAIX was incepted earlier than USBOX: FXAIX (14 years) vs USBOX (40 years). USBOX (1.52) is less costly to investors than FXAIX (0.01). USBOX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than USBOX: FXAIX (0) vs USBOX (2500). FXAIX annual gain was more profitable for investors over the last year : 7.13 vs. USBOX (-3.02). FXAIX return over 5 years is better than : 111.09 vs. USBOX (37.58).
| FXAIX | USBOX | FXAIX / USBOX | |
| Total Expense Ratio | 0.01 | 1.14 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.52 | 1% |
| Fund Existence | 14 years | 40 years | - |
| Gain YTD | -6.913 | -3.473 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 307M | 194,788% |
| Annual Yield % from dividends | 1.30 | 0.16 | 807% |
| Returns for 1 year | 7.13 | -3.02 | -236% |
| Returns for 3 years | 29.44 | 5.74 | 513% |
| Returns for 5 years | 111.09 | 37.58 | 296% |
| Returns for 10 years | 185.32 | 29.14 | 636% |
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