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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$23.02
Change-$2.00 (-7.99%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
USBOX vs VFIAX Comparison Chart
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USBOX vs. VFIAX commentary
Dec 18, 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 USBOX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. USBOX (352M). VFIAX pays higher dividends than USBOX: VFIAX (1.32) vs USBOX (0.31). USBOX was incepted earlier than VFIAX: USBOX (40 years) vs VFIAX (24 years). USBOX is a more actively managed with annual turnover of: 34.00 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 : 27.64 vs. USBOX (12.88). VFIAX return over 5 years is better than : 88.64 vs. USBOX (31.28).
| USBOX | VFIAX | USBOX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 24 years | - |
| Gain YTD | 11.618 | 27.303 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.37T | 0% |
| Annual Yield % from dividends | 0.31 | 1.32 | 23% |
| Returns for 1 year | 12.88 | 27.64 | 47% |
| Returns for 3 years | 4.75 | 30.99 | 15% |
| Returns for 5 years | 31.28 | 88.64 | 35% |
| Returns for 10 years | 38.10 | 193.66 | 20% |
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