Interact to see
Advertisement
Advertisement
QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$34.35
Change+$0.56 (+1.66%)
VolumeN/A
Net Assets89.21M
Vanguard Small Cap Value Index I
Price$47.52
Change+$0.66 (+1.41%)
VolumeN/A
Net Assets55.61B
QBNAX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QBNAX vs. VISVX commentary
Aug 05, 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: 55.6B vs. QBNAX (89.2M). VISVX pays higher dividends than QBNAX: VISVX (1.95) vs QBNAX (1.07). 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). QBNAX is a more actively managed with annual turnover of: 49.00 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 : 4.35 vs. QBNAX (0.40). VISVX return over 5 years is better than : 74.81 vs. QBNAX (50.86).
| 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 | -1.025 | -1.161 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.2M | 55.6B | 0% |
| Annual Yield % from dividends | 1.07 | 1.95 | 55% |
| Returns for 1 year | 0.40 | 4.35 | 9% |
| Returns for 3 years | 13.72 | 21.36 | 64% |
| Returns for 5 years | 50.86 | 74.81 | 68% |
| Returns for 10 years | 26.57 | 94.21 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement