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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$27.44
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets90.91M
Vanguard Small Cap Value Index Admiral
Price$85.24
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets56.44B
USBNX vs VSIAX Comparison Chart in %
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USBNX vs. VSIAX commentary
Aug 09, 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 Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. USBNX (90.9M). VSIAX pays higher dividends than USBNX: VSIAX (2.07) 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 : 6.60 vs. USBNX (2.42). VSIAX return over 5 years is better than : 74.27 vs. USBNX (43.56).
| 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 | 0.925 | 0.196 | 473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9M | 56.4B | 0% |
| Annual Yield % from dividends | 0.37 | 2.07 | 18% |
| Returns for 1 year | 2.42 | 6.60 | 37% |
| Returns for 3 years | 13.29 | 22.92 | 58% |
| Returns for 5 years | 43.56 | 74.27 | 59% |
| Returns for 10 years | 15.05 | 96.06 | 16% |
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