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FXAIX vs USBOX
FXAIX vs USBOX Comparison
Open Charts FXAIX vs USBOX
Pear Tree Quality Ordinary
Price$22.89
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets336.79M
FXAIX vs USBOX Comparison Chart
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FXAIX vs. USBOX commentary
Jan 19, 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: 619B vs. USBOX (337M). FXAIX pays higher dividends than USBOX: FXAIX (1.31) vs USBOX (0.31). FXAIX was incepted earlier than USBOX: FXAIX (14 years) vs USBOX (40 years). USBOX is a more actively managed with annual turnover of: 34.00 vs. FXAIX (3.00). 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 : 27.15 vs. USBOX (9.43). FXAIX return over 5 years is better than : 94.81 vs. USBOX (25.30).
| FXAIX | USBOX | FXAIX / USBOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 40 years | - |
| Gain YTD | 2.013 | 1.915 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 337M | 183,680% |
| Annual Yield % from dividends | 1.31 | 0.31 | 424% |
| Returns for 1 year | 27.15 | 9.43 | 288% |
| Returns for 3 years | 37.22 | 5.04 | 738% |
| Returns for 5 years | 94.81 | 25.30 | 375% |
| Returns for 10 years | 222.48 | 38.87 | 572% |
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