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QBNAX vs VSIAX
QBNAX vs VSIAX Comparison
Open Charts QBNAX vs VSIAX
Pear Tree Polaris Small Cap Instl
Price$34.22
Change-$1.33 (-3.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
QBNAX vs VSIAX Comparison Chart
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QBNAX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. QBNAX (97.8M). VSIAX pays higher dividends than QBNAX: VSIAX (2.01) vs QBNAX (0.89). QBNAX was incepted earlier than VSIAX: QBNAX (32 years) vs VSIAX (13 years). QBNAX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than QBNAX: VSIAX (3000) vs QBNAX (1000000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. QBNAX (12.93). VSIAX return over 5 years is better than : 52.83 vs. QBNAX (25.42).
| QBNAX | VSIAX | QBNAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 11.151 | 15.031 | 74% |
| 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 | 2.01 | 44% |
| Returns for 1 year | 12.93 | 16.23 | 80% |
| Returns for 3 years | 15.54 | 20.67 | 75% |
| Returns for 5 years | 25.42 | 52.83 | 48% |
| Returns for 10 years | 40.40 | 105.65 | 38% |
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