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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$25.49
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets334.17M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
USBOX vs VFIAX Comparison Chart in %
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USBOX vs. VFIAX commentary
Oct 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: 1.41T vs. USBOX (334M). VFIAX pays higher dividends than USBOX: VFIAX (1.14) vs USBOX (0.14). 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 : 14.15 vs. USBOX (2.57). VFIAX return over 5 years is better than : 91.55 vs. USBOX (34.81).
| USBOX | VFIAX | USBOX / VFIAX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 40 years | 25 years | - |
| Gain YTD | 13.491 | 13.413 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.14 | 13% |
| Returns for 1 year | 2.57 | 14.15 | 18% |
| Returns for 3 years | 44.02 | 79.39 | 55% |
| Returns for 5 years | 34.81 | 91.55 | 38% |
| Returns for 10 years | 52.96 | 228.70 | 23% |
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