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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$27.27
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.02
Change+$0.36 (+0.76%)
VolumeN/A
CapitalizationN/A
USBNX vs VISVX Comparison Chart
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USBNX vs. VISVX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. USBNX (96.3M). 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). VISVX annual gain was more profitable for investors over the last year : 11.76 vs. USBNX (6.40). VISVX return over 5 years is better than : 48.74 vs. USBNX (14.28).
| 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 | 6.688 | 11.837 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 63B | 0% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 6.40 | 11.76 | 54% |
| Returns for 3 years | 6.09 | 15.06 | 40% |
| Returns for 5 years | 14.28 | 48.74 | 29% |
| Returns for 10 years | 18.46 | 96.24 | 19% |