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QBNAX vs VSIIX
QBNAX vs VSIIX Comparison
Open Charts QBNAX vs VSIIX
Pear Tree Polaris Small Cap Instl
Price$37.40
Change-$0.37 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
QBNAX vs VSIIX Comparison Chart
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QBNAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. QBNAX (4.22B). 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 (28.76) and QBNAX (28.61) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.48 vs. QBNAX (27.33).
| 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 | 15.718 | 15.492 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 57.6B | 7% |
| Annual Yield % from dividends | 0.89 | 2.02 | 44% |
| Returns for 1 year | 28.61 | 28.76 | 99% |
| Returns for 3 years | 6.12 | 13.30 | 46% |
| Returns for 5 years | 27.33 | 57.48 | 48% |
| Returns for 10 years | 33.06 | 108.84 | 30% |
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