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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$30.28
Change-$0.24 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX commentary
Nov 14, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. USBNX (4.29B). VSIAX pays higher dividends than USBNX: VSIAX (2.01) vs USBNX (0.81). USBNX was incepted earlier than VSIAX: USBNX (32 years) vs VSIAX (13 years). USBNX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). USBNX has a lower initial minimum investment than VSIAX: USBNX (2500) vs VSIAX (3000). USBNX annual gain was more profitable for investors over the last year : 36.34 vs. VSIAX (29.94). VSIAX return over 5 years is better than : 59.96 vs. USBNX (23.94).
| USBNX | VSIAX | USBNX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 18.986 | 17.342 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 57.6B | 7% |
| Annual Yield % from dividends | 0.81 | 2.01 | 40% |
| Returns for 1 year | 36.34 | 29.94 | 121% |
| Returns for 3 years | 4.67 | 15.20 | 31% |
| Returns for 5 years | 23.94 | 59.96 | 40% |
| Returns for 10 years | 21.66 | 112.55 | 19% |
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