Interact to see
Advertisement
Advertisement
QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$34.60
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets92.16M
Vanguard Small Cap Value Index I
Price$46.96
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets54.02B
QBNAX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QBNAX vs. VISVX commentary
Jun 30, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. QBNAX (92.2M). VISVX pays higher dividends than QBNAX: VISVX (2.11) vs QBNAX (1.09). QBNAX was incepted earlier than VISVX: QBNAX (33 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). VISVX annual gain was more profitable for investors over the last year : 8.36 vs. QBNAX (6.34). VISVX return over 5 years is better than : 94.87 vs. QBNAX (67.92).
| QBNAX | VISVX | QBNAX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 1.347 | -1.066 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 54B | 0% |
| Annual Yield % from dividends | 1.09 | 2.11 | 52% |
| Returns for 1 year | 6.34 | 8.36 | 76% |
| Returns for 3 years | 22.09 | 30.08 | 73% |
| Returns for 5 years | 67.92 | 94.87 | 72% |
| Returns for 10 years | 27.89 | 89.88 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers