Ad is loading...
Ad is loading...
USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$29.91
Change+$0.37 (+1.25%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.61
Change+$0.82 (+1.65%)
VolumeN/A
CapitalizationN/A
USBNX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USBNX vs. VISVX commentary
Nov 22, 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 USBNX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. USBNX (4.18B). VISVX pays higher dividends than USBNX: VISVX (1.90) vs USBNX (0.81). USBNX was incepted earlier than VISVX: USBNX (32 years) vs VISVX (27 years). USBNX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). USBNX has a lower initial minimum investment than VISVX: USBNX (2500) vs VISVX (3000). VISVX (30.04) and USBNX (28.65) have marching annual gain over last year. VISVX return over 5 years is better than : 62.14 vs. USBNX (22.04).
| USBNX | VISVX | USBNX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 16.608 | 17.712 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 57.6B | 7% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 28.65 | 30.04 | 95% |
| Returns for 3 years | 4.58 | 16.92 | 27% |
| Returns for 5 years | 22.04 | 62.14 | 35% |
| Returns for 10 years | 17.56 | 109.83 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...