Interact to see
Advertisement
Advertisement
USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$27.41
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets91.45M
Vanguard Small Cap Value Index I
Price$47.60
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets55.61B
USBNX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USBNX vs. VISVX commentary
Jul 17, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. USBNX (91.4M). VISVX pays higher dividends than USBNX: VISVX (1.99) 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 : 1.20 vs. USBNX (-2.75). VISVX return over 5 years is better than : 84.54 vs. USBNX (50.95).
| 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 | 1.073 | -0.127 | -843% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4M | 55.6B | 0% |
| Annual Yield % from dividends | 0.37 | 1.99 | 18% |
| Returns for 1 year | -2.75 | 1.20 | -229% |
| Returns for 3 years | 19.61 | 32.50 | 60% |
| Returns for 5 years | 50.95 | 84.54 | 60% |
| Returns for 10 years | 12.18 | 90.87 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement