Ad is loading...
Ad is loading...
QBNAX vs VSIAX
QBNAX vs VSIAX Comparison
Open Charts QBNAX vs VSIAX
Pear Tree Polaris Small Cap Instl
Price$37.40
Change-$0.37 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
QBNAX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QBNAX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. QBNAX (4.22B). 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 (28.76) and QBNAX (28.61) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. QBNAX (27.33).
| 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 | 15.718 | 15.498 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 57.6B | 7% |
| Annual Yield % from dividends | 0.89 | 2.01 | 44% |
| Returns for 1 year | 28.61 | 28.76 | 99% |
| Returns for 3 years | 6.12 | 13.29 | 46% |
| Returns for 5 years | 27.33 | 57.44 | 48% |
| Returns for 10 years | 33.06 | 108.79 | 30% |