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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$30.28
Change-$0.24 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.43
Change-$0.20 (-0.40%)
VolumeN/A
CapitalizationN/A
USBNX vs VISVX Comparison Chart
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USBNX vs. VISVX commentary
Nov 14, 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 (4.29B). 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). USBNX (36.34) and VISVX (36.15) have marching annual gain over last year. VISVX return over 5 years is better than : 61.14 vs. USBNX (23.94).
| 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 | 18.986 | 17.759 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 57.6B | 7% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 36.34 | 36.15 | 101% |
| Returns for 3 years | 4.67 | 15.62 | 30% |
| Returns for 5 years | 23.94 | 61.14 | 39% |
| Returns for 10 years | 21.66 | 112.83 | 19% |
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