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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$24.07
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets328.28M
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
USBOX vs VFIAX Comparison Chart in %
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USBOX vs. VFIAX commentary
Aug 17, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. USBOX (328M). VFIAX pays higher dividends than USBOX: VFIAX (1.18) vs USBOX (0.15). USBOX was incepted earlier than VFIAX: USBOX (40 years) vs VFIAX (25 years). USBOX (1.52) is less costly to investors than VFIAX (0.04). USBOX is a more actively managed with annual turnover of: 30.00 vs. VFIAX (2.00). USBOX has a lower initial minimum investment than VFIAX: USBOX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 16.41 vs. USBOX (0.07). VFIAX return over 5 years is better than : 91.33 vs. USBOX (31.13).
| USBOX | VFIAX | USBOX / VFIAX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 40 years | 25 years | - |
| Gain YTD | 7.168 | 9.826 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 1.33T | 0% |
| Annual Yield % from dividends | 0.15 | 1.18 | 13% |
| Returns for 1 year | 0.07 | 16.41 | 0% |
| Returns for 3 years | 19.42 | 49.89 | 39% |
| Returns for 5 years | 31.13 | 91.33 | 34% |
| Returns for 10 years | 41.13 | 207.61 | 20% |