Ad is loading...
QBNAX vs VSIAX
QBNAX vs VSIAX Comparison
Open Charts QBNAX vs VSIAX
Pear Tree Polaris Small Cap Instl
Price$31.74
Change-$2.07 (-6.12%)
VolumeN/A
Net Assets89.71M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
QBNAX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QBNAX vs. VSIAX commentary
Apr 04, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. QBNAX (89.7M). VSIAX pays higher dividends than QBNAX: VSIAX (2.27) vs QBNAX (1.11). QBNAX was incepted earlier than VSIAX: QBNAX (32 years) vs VSIAX (14 years). QBNAX (1.21) is less costly to investors than VSIAX (0.07). VSIAX is a more actively managed with annual turnover of: 16.00 vs. QBNAX (12.00). 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 : 1.33 vs. QBNAX (0.23). VSIAX return over 5 years is better than : 138.18 vs. QBNAX (106.70).
| QBNAX | VSIAX | QBNAX / VSIAX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -0.967 | -4.128 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 57.6B | 0% |
| Annual Yield % from dividends | 1.11 | 2.27 | 49% |
| Returns for 1 year | 0.23 | 1.33 | 17% |
| Returns for 3 years | 8.35 | 9.17 | 91% |
| Returns for 5 years | 106.70 | 138.18 | 77% |
| Returns for 10 years | 25.71 | 80.20 | 32% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers