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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$34.22
Change-$1.33 (-3.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
QBNAX vs VISVX Comparison Chart
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QBNAX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. QBNAX (97.8M). 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 : 16.18 vs. QBNAX (12.93). VISVX return over 5 years is better than : 52.67 vs. QBNAX (25.42).
| 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 | 11.151 | 14.945 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 63B | 0% |
| Annual Yield % from dividends | 0.89 | 1.90 | 47% |
| Returns for 1 year | 12.93 | 16.18 | 80% |
| Returns for 3 years | 15.54 | 20.58 | 76% |
| Returns for 5 years | 25.42 | 52.67 | 48% |
| Returns for 10 years | 40.40 | 105.07 | 38% |
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