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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$26.37
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets86.76M
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
USBNX vs VISVX Comparison Chart
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USBNX vs. VISVX commentary
May 10, 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: 51.7B vs. USBNX (86.8M). VISVX pays higher dividends than USBNX: VISVX (2.21) vs USBNX (0.39). 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 : -1.45 vs. USBNX (-3.57). VISVX return over 5 years is better than : 85.28 vs. USBNX (51.91).
| 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 | -4.403 | -7.723 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.8M | 51.7B | 0% |
| Annual Yield % from dividends | 0.39 | 2.21 | 18% |
| Returns for 1 year | -3.57 | -1.45 | 247% |
| Returns for 3 years | 9.32 | 15.99 | 58% |
| Returns for 5 years | 51.91 | 85.28 | 61% |
| Returns for 10 years | 10.77 | 75.47 | 14% |
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