USBNX
Price
$26.88
Change
-$0.33 (-1.21%)
Updated
Jun 25 closing price
Net Assets
91.84M
VISVX
Price
$46.21
Change
-$0.43 (-0.92%)
Updated
Jun 25 closing price
Net Assets
54.02B
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USBNX vs VISVX

Header iconUSBNX vs VISVX Comparison
Open Charts USBNX vs VISVXBanner chart's image
Pear Tree Polaris Small Cap Ord
Price$26.88
Change-$0.33 (-1.21%)
VolumeN/A
Net Assets91.84M
Vanguard Small Cap Value Index I
Price$46.21
Change-$0.43 (-0.92%)
VolumeN/A
Net Assets54.02B
USBNX vs VISVX Comparison Chart in %
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USBNX vs. VISVX commentary
Jun 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. USBNX (91.8M). VISVX pays higher dividends than USBNX: VISVX (2.11) 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). VISVX is a more actively managed with annual turnover of: 16.00 vs. USBNX (12.00). 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 : 7.20 vs. USBNX (5.10). VISVX return over 5 years is better than : 93.55 vs. USBNX (58.07).
USBNXVISVXUSBNX / VISVX
Total Expense Ratio1.450.19763%
Annual Report Gross Expense Ratio1.450.19763%
Fund Existence33 years27 years-
Gain YTD0.666-1.740-38%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets91.8M54B0%
Annual Yield % from dividends0.372.1118%
Returns for 1 year5.107.2071%
Returns for 3 years17.3128.3561%
Returns for 5 years58.0793.5562%
Returns for 10 years11.1184.3813%
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