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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$23.55
Change-$0.29 (-1.22%)
VolumeN/A
Net Assets339.48M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
USBOX vs VFIAX Comparison Chart
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USBOX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. USBOX (339M). 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 : 18.28 vs. USBOX (5.35). VFIAX return over 5 years is better than : 80.17 vs. USBOX (29.33).
| 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 | 4.853 | 2.414 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.41T | 0% |
| Annual Yield % from dividends | 0.31 | 1.32 | 23% |
| Returns for 1 year | 5.35 | 18.28 | 29% |
| Returns for 3 years | 15.09 | 39.78 | 38% |
| Returns for 5 years | 29.33 | 80.17 | 37% |
| Returns for 10 years | 38.01 | 184.37 | 21% |
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