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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$28.42
Change-$0.29 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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USBNX vs VISVX Comparison Chart
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USBNX vs. VISVX commentary
Sep 21, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. USBNX (99.4M). VISVX pays higher dividends than USBNX: VISVX (1.90) vs USBNX (0.81). USBNX was incepted earlier than VISVX: USBNX (32 years) vs VISVX (26 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 annual gain was more profitable for investors over the last year : 25.80 vs. USBNX (20.89). VISVX return over 5 years is better than : 56.98 vs. USBNX (20.45).
| USBNX | VISVX | USBNX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 9.708 | 11.310 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.4M | 57.3B | 0% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 20.89 | 25.80 | 81% |
| Returns for 3 years | 6.99 | 21.42 | 33% |
| Returns for 5 years | 20.45 | 56.98 | 36% |
| Returns for 10 years | 12.90 | 108.54 | 12% |
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