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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$26.37
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets86.76M
Vanguard Small Cap Value Index Admiral
Price$79.82
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets51.69B
USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. USBNX (86.8M). VSIAX pays higher dividends than USBNX: VSIAX (2.34) vs USBNX (0.39). 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). VSIAX is a more actively managed with annual turnover of: 16.00 vs. USBNX (12.00). 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 : -1.42 vs. USBNX (-3.57). VSIAX return over 5 years is better than : 85.43 vs. USBNX (51.91).
| 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 | -4.403 | -7.703 | 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 | 2.34 | 17% |
| Returns for 1 year | -3.57 | -1.42 | 251% |
| Returns for 3 years | 9.32 | 16.06 | 58% |
| Returns for 5 years | 51.91 | 85.43 | 61% |
| Returns for 10 years | 10.77 | 75.85 | 14% |
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