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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$25.10
Change-$1.63 (-6.10%)
VolumeN/A
Net Assets89.71M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. USBNX (89.7M). VSIAX pays higher dividends than USBNX: VSIAX (2.27) vs USBNX (0.38). 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 : 1.33 vs. USBNX (-0.73). VSIAX return over 5 years is better than : 138.18 vs. USBNX (95.45).
| 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 | -1.110 | -4.128 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 57.6B | 0% |
| Annual Yield % from dividends | 0.38 | 2.27 | 17% |
| Returns for 1 year | -0.73 | 1.33 | -54% |
| Returns for 3 years | 4.67 | 9.17 | 51% |
| Returns for 5 years | 95.45 | 138.18 | 69% |
| Returns for 10 years | 11.91 | 80.20 | 15% |
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