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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$25.10
Change-$1.63 (-6.10%)
VolumeN/A
Net Assets89.71M
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
USBNX vs VISVX Comparison Chart
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USBNX vs. VISVX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. USBNX (89.7M). VISVX pays higher dividends than USBNX: VISVX (2.14) vs USBNX (0.38). 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). VISVX is a more actively managed with annual turnover of: 16.00 vs. USBNX (12.00). 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 : 1.29 vs. USBNX (-0.73). VISVX return over 5 years is better than : 137.90 vs. USBNX (95.45).
| 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 | -1.110 | -4.142 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 57.6B | 0% |
| Annual Yield % from dividends | 0.38 | 2.14 | 18% |
| Returns for 1 year | -0.73 | 1.29 | -56% |
| Returns for 3 years | 4.67 | 9.10 | 51% |
| Returns for 5 years | 95.45 | 137.90 | 69% |
| Returns for 10 years | 11.91 | 79.80 | 15% |
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