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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$30.27
Change-$0.43 (-1.40%)
VolumeN/A
Net Assets81.52M
Vanguard Small Cap Value Index I
Price$40.02
Change-$0.53 (-1.31%)
VolumeN/A
Net Assets53.62B
QBNAX vs VISVX Comparison Chart
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QBNAX vs. VISVX commentary
Apr 08, 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 QBNAX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. QBNAX (81.5M). VISVX pays higher dividends than QBNAX: VISVX (2.14) vs QBNAX (1.11). QBNAX was incepted earlier than VISVX: QBNAX (32 years) vs VISVX (27 years). QBNAX (1.21) is less costly to investors than VISVX (0.19). VISVX is a more actively managed with annual turnover of: 16.00 vs. QBNAX (12.00). VISVX has a lower initial minimum investment than QBNAX: VISVX (3000) vs QBNAX (1000000). QBNAX annual gain was more profitable for investors over the last year : -8.62 vs. VISVX (-10.55). QBNAX return over 5 years is better than : 87.68 vs. VISVX (81.66).
| QBNAX | VISVX | QBNAX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -10.076 | -15.687 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.5M | 53.6B | 0% |
| Annual Yield % from dividends | 1.11 | 2.14 | 52% |
| Returns for 1 year | -8.62 | -10.55 | 82% |
| Returns for 3 years | 0.01 | -1.38 | -1% |
| Returns for 5 years | 87.68 | 81.66 | 107% |
| Returns for 10 years | 14.91 | 58.44 | 26% |
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