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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$21.22
Change-$0.46 (-2.12%)
VolumeN/A
Net Assets307.48M
Vanguard 500 Index Admiral
Price$486.22
Change-$17.34 (-3.44%)
VolumeN/A
Net Assets1.32T
USBOX vs VFIAX Comparison Chart
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USBOX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. USBOX (307M). VFIAX pays higher dividends than USBOX: VFIAX (1.35) vs USBOX (0.16). USBOX was incepted earlier than VFIAX: USBOX (40 years) vs VFIAX (24 years). USBOX (1.52) is less costly to investors than VFIAX (0.04). USBOX is a more actively managed with annual turnover of: 23.00 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 : 5.77 vs. USBOX (-3.02). VFIAX return over 5 years is better than : 95.64 vs. USBOX (37.58).
| 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 | 24 years | - |
| Gain YTD | -3.473 | -7.209 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.32T | 0% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | -3.02 | 5.77 | -52% |
| Returns for 3 years | 5.74 | 23.74 | 24% |
| Returns for 5 years | 37.58 | 95.64 | 39% |
| Returns for 10 years | 29.14 | 161.16 | 18% |