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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$28.38
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets96.35M
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
USBNX vs VISVX Comparison Chart
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USBNX vs. VISVX commentary
Jan 31, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. USBNX (96.4M). VISVX pays higher dividends than USBNX: VISVX (1.90) vs USBNX (0.81). USBNX was incepted earlier than VISVX: USBNX (33 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 annual gain was more profitable for investors over the last year : 17.43 vs. USBNX (12.73). VISVX return over 5 years is better than : 57.77 vs. USBNX (26.95).
| USBNX | VISVX | USBNX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 4.403 | 3.429 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 58.3B | 0% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 12.73 | 17.43 | 73% |
| Returns for 3 years | 11.45 | 21.61 | 53% |
| Returns for 5 years | 26.95 | 57.77 | 47% |
| Returns for 10 years | 26.11 | 107.11 | 24% |
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