Interact to see
Advertisement
Advertisement
USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$23.95
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets334.36M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
USBOX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USBOX vs. VFIAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. USBOX (334M). VFIAX pays higher dividends than USBOX: VFIAX (1.21) 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 : 18.40 vs. USBOX (1.90). VFIAX return over 5 years is better than : 98.86 vs. USBOX (35.33).
| 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 | 6.634 | 8.708 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.49T | 0% |
| Annual Yield % from dividends | 0.15 | 1.21 | 12% |
| Returns for 1 year | 1.90 | 18.40 | 10% |
| Returns for 3 years | 26.80 | 63.07 | 42% |
| Returns for 5 years | 35.33 | 98.86 | 36% |
| Returns for 10 years | 40.59 | 205.59 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement