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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$37.40
Change-$0.37 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
QBNAX vs VISVX Comparison Chart
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QBNAX vs. VISVX commentary
Nov 18, 2024
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 QBNAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. QBNAX (4.22B). VISVX pays higher dividends than QBNAX: VISVX (1.90) vs QBNAX (0.89). QBNAX was incepted earlier than VISVX: QBNAX (32 years) vs VISVX (27 years). QBNAX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than QBNAX: VISVX (3000) vs QBNAX (1000000). VISVX (28.71) and QBNAX (28.61) have marching annual gain over last year. VISVX return over 5 years is better than : 57.32 vs. QBNAX (27.33).
| QBNAX | VISVX | QBNAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 15.718 | 15.433 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 57.6B | 7% |
| Annual Yield % from dividends | 0.89 | 1.90 | 47% |
| Returns for 1 year | 28.61 | 28.71 | 100% |
| Returns for 3 years | 6.12 | 13.23 | 46% |
| Returns for 5 years | 27.33 | 57.32 | 48% |
| Returns for 10 years | 33.06 | 108.21 | 31% |