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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$22.89
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets336.79M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
USBOX vs VFIAX Comparison Chart
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USBOX vs. VFIAX commentary
Jan 19, 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: 1.35T vs. USBOX (337M). 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 : 25.54 vs. USBOX (9.43). VFIAX return over 5 years is better than : 80.23 vs. USBOX (25.30).
| 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 | 1.915 | 2.010 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 1.35T | 0% |
| Annual Yield % from dividends | 0.31 | 1.32 | 23% |
| Returns for 1 year | 9.43 | 25.54 | 37% |
| Returns for 3 years | 5.04 | 31.13 | 16% |
| Returns for 5 years | 25.30 | 80.23 | 32% |
| Returns for 10 years | 38.87 | 196.98 | 20% |