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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$27.44
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets90.91M
Vanguard Small Cap Value Index I
Price$47.57
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets56.44B
USBNX vs VISVX Comparison Chart in %
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USBNX vs. VISVX commentary
Aug 09, 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 USBNX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. USBNX (90.9M). VISVX pays higher dividends than USBNX: VISVX (1.95) vs USBNX (0.37). USBNX was incepted earlier than VISVX: USBNX (33 years) vs VISVX (27 years). USBNX (1.45) is less costly to investors than VISVX (0.19). USBNX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). USBNX has a lower initial minimum investment than VISVX: USBNX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.58 vs. USBNX (2.42). VISVX return over 5 years is better than : 74.10 vs. USBNX (43.56).
| USBNX | VISVX | USBNX / VISVX | |
| Total Expense Ratio | 1.45 | 0.19 | 763% |
| Annual Report Gross Expense Ratio | 1.45 | 0.19 | 763% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 0.925 | 0.168 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9M | 56.4B | 0% |
| Annual Yield % from dividends | 0.37 | 1.95 | 19% |
| Returns for 1 year | 2.42 | 6.58 | 37% |
| Returns for 3 years | 13.29 | 22.84 | 58% |
| Returns for 5 years | 43.56 | 74.10 | 59% |
| Returns for 10 years | 15.05 | 95.65 | 16% |
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