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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$27.41
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets91.45M
Vanguard Small Cap Value Index Admiral
Price$85.29
Change+$0.46 (+0.54%)
VolumeN/A
Net Assets55.61B
USBNX vs VSIAX Comparison Chart in %
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USBNX vs. VSIAX commentary
Jul 17, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. USBNX (91.4M). VSIAX pays higher dividends than USBNX: VSIAX (2.11) vs USBNX (0.37). USBNX was incepted earlier than VSIAX: USBNX (33 years) vs VSIAX (14 years). USBNX (1.45) is less costly to investors than VSIAX (0.07). USBNX is a more actively managed with annual turnover of: 49.00 vs. VSIAX (16.00). USBNX has a lower initial minimum investment than VSIAX: USBNX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 1.23 vs. USBNX (-2.75). VSIAX return over 5 years is better than : 84.67 vs. USBNX (50.95).
| USBNX | VSIAX | USBNX / VSIAX | |
| Total Expense Ratio | 1.45 | 0.07 | 2,071% |
| Annual Report Gross Expense Ratio | 1.45 | 0.07 | 2,071% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 1.073 | -0.110 | -972% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4M | 55.6B | 0% |
| Annual Yield % from dividends | 0.37 | 2.11 | 17% |
| Returns for 1 year | -2.75 | 1.23 | -223% |
| Returns for 3 years | 19.61 | 32.60 | 60% |
| Returns for 5 years | 50.95 | 84.67 | 60% |
| Returns for 10 years | 12.18 | 91.30 | 13% |
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