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QBNAX vs VSIIX
QBNAX vs VSIIX Comparison
Open Charts QBNAX vs VSIIX
Pear Tree Polaris Small Cap Instl
Price$36.89
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.20
Change+$0.02 (+0.04%)
VolumeN/A
CapitalizationN/A
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VS
VS
QBNAX vs VSIIX Comparison Chart
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QBNAX vs. VSIIX commentary
Oct 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. QBNAX (104M). VSIIX pays higher dividends than QBNAX: VSIIX (2.02) vs QBNAX (0.89). QBNAX was incepted earlier than VSIIX: QBNAX (32 years) vs VSIIX (25 years). QBNAX is a more actively managed with annual turnover of: 30.00 vs. VSIIX (16.00). QBNAX has a lower initial minimum investment than VSIIX: QBNAX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 28.92 vs. QBNAX (27.03). VSIIX return over 5 years is better than : 62.04 vs. QBNAX (32.54).
| QBNAX | VSIIX | QBNAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 13.985 | 14.261 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 58.3B | 0% |
| Annual Yield % from dividends | 0.89 | 2.02 | 44% |
| Returns for 1 year | 27.03 | 28.92 | 93% |
| Returns for 3 years | 9.16 | 17.65 | 52% |
| Returns for 5 years | 32.54 | 62.04 | 52% |
| Returns for 10 years | 41.68 | 124.24 | 34% |
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