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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$34.19
Change-$0.70 (-2.01%)
VolumeN/A
Net Assets91.46M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
QBNAX vs VISVX Comparison Chart
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QBNAX vs. VISVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. QBNAX (91.5M). 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 annual gain was more profitable for investors over the last year : 12.49 vs. QBNAX (9.09). VISVX return over 5 years is better than : 50.85 vs. QBNAX (28.90).
| 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 | 2.197 | 1.977 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5M | 60.2B | 0% |
| Annual Yield % from dividends | 0.89 | 1.90 | 47% |
| Returns for 1 year | 9.09 | 12.49 | 73% |
| Returns for 3 years | 13.26 | 20.61 | 64% |
| Returns for 5 years | 28.90 | 50.85 | 57% |
| Returns for 10 years | 32.93 | 94.47 | 35% |