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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$28.42
Change-$0.29 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX commentary
Sep 21, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. USBNX (99.4M). 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 (21.77) and USBNX (20.89) have marching annual gain over last year. VSIAX return over 5 years is better than : 55.85 vs. USBNX (20.45).
| 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 | 9.708 | 10.460 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.4M | 57.3B | 0% |
| Annual Yield % from dividends | 0.81 | 2.01 | 40% |
| Returns for 1 year | 20.89 | 21.77 | 96% |
| Returns for 3 years | 6.99 | 17.82 | 39% |
| Returns for 5 years | 20.45 | 55.85 | 37% |
| Returns for 10 years | 12.90 | 102.73 | 13% |