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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$29.91
Change+$0.37 (+1.25%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.70
Change+$1.48 (+1.66%)
VolumeN/A
CapitalizationN/A
USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX commentary
Nov 22, 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 (4.18B). 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). VSIAX (30.11) and USBNX (28.65) have marching annual gain over last year. VSIAX return over 5 years is better than : 62.31 vs. USBNX (22.04).
| 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 | 16.608 | 17.784 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 57.6B | 7% |
| Annual Yield % from dividends | 0.81 | 2.01 | 40% |
| Returns for 1 year | 28.65 | 30.11 | 95% |
| Returns for 3 years | 4.58 | 16.99 | 27% |
| Returns for 5 years | 22.04 | 62.31 | 35% |
| Returns for 10 years | 17.56 | 110.46 | 16% |
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