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USBOX vs VFFSX
USBOX vs VFFSX Comparison
Open Charts USBOX vs VFFSX
Pear Tree Quality Ordinary
Price$21.22
Change-$0.46 (-2.12%)
VolumeN/A
Net Assets307.48M
Vanguard 500 Index Institutional Select
Price$257.79
Change-$9.19 (-3.44%)
VolumeN/A
Net Assets1.32T
USBOX vs VFFSX Comparison Chart
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USBOX vs. VFFSX commentary
Apr 11, 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 USBOX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. USBOX (307M). VFFSX pays higher dividends than USBOX: VFFSX (1.36) vs USBOX (0.16). USBOX was incepted earlier than VFFSX: USBOX (40 years) vs VFFSX (9 years). USBOX (1.52) is less costly to investors than VFFSX (0.01). USBOX is a more actively managed with annual turnover of: 23.00 vs. VFFSX (2.00). USBOX has a lower initial minimum investment than VFFSX: USBOX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 5.79 vs. USBOX (-3.02). VFFSX return over 5 years is better than : 95.76 vs. USBOX (37.58).
| USBOX | VFFSX | USBOX / VFFSX | |
| Total Expense Ratio | 1.14 | 0.01 | 11,400% |
| Annual Report Gross Expense Ratio | 1.52 | 0.01 | 15,200% |
| Fund Existence | 40 years | 9 years | - |
| Gain YTD | -3.473 | -7.205 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.32T | 0% |
| Annual Yield % from dividends | 0.16 | 1.36 | 12% |
| Returns for 1 year | -3.02 | 5.79 | -52% |
| Returns for 3 years | 5.74 | 23.80 | 24% |
| Returns for 5 years | 37.58 | 95.76 | 39% |
| Returns for 10 years | 29.14 | N/A | - |
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