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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$27.27
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$86.03
Change+$0.63 (+0.74%)
VolumeN/A
CapitalizationN/A
USBNX vs VSIAX Comparison Chart
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USBNX vs. VSIAX commentary
Dec 26, 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 Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. USBNX (96.3M). 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 annual gain was more profitable for investors over the last year : 11.79 vs. USBNX (6.40). VSIAX return over 5 years is better than : 48.85 vs. USBNX (14.28).
| 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 | 6.688 | 11.877 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 63B | 0% |
| Annual Yield % from dividends | 0.81 | 2.01 | 40% |
| Returns for 1 year | 6.40 | 11.79 | 54% |
| Returns for 3 years | 6.09 | 15.13 | 40% |
| Returns for 5 years | 14.28 | 48.85 | 29% |
| Returns for 10 years | 18.46 | 96.73 | 19% |
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