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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$28.38
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets96.35M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX commentary
Jan 31, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. USBNX (96.4M). VSIAX pays higher dividends than USBNX: VSIAX (2.01) vs USBNX (0.81). USBNX was incepted earlier than VSIAX: USBNX (33 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 annual gain was more profitable for investors over the last year : 17.45 vs. USBNX (12.73). VSIAX return over 5 years is better than : 57.90 vs. USBNX (26.95).
| USBNX | VSIAX | USBNX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 4.403 | 3.440 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 58.3B | 0% |
| Annual Yield % from dividends | 0.81 | 2.01 | 40% |
| Returns for 1 year | 12.73 | 17.45 | 73% |
| Returns for 3 years | 11.45 | 21.69 | 53% |
| Returns for 5 years | 26.95 | 57.90 | 47% |
| Returns for 10 years | 26.11 | 107.64 | 24% |