USBOX
Price
$22.73
Change
-$0.06 (-0.26%)
Updated
May 22 closing price
Net Assets
324.4M
VFIAX
Price
$539.98
Change
-$0.23 (-0.04%)
Updated
May 22 closing price
Net Assets
1.33T
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USBOX vs VFIAX

Header iconUSBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAXBanner chart's image
Pear Tree Quality Ordinary
Price$22.73
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets324.4M
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
USBOX vs VFIAX Comparison Chart
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USBOX vs. VFIAX commentary
May 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 Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. USBOX (324M). VFIAX pays higher dividends than USBOX: VFIAX (1.36) vs USBOX (0.16). 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: 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 : 10.16 vs. USBOX (-1.95). VFIAX return over 5 years is better than : 97.64 vs. USBOX (39.23).
USBOXVFIAXUSBOX / VFIAX
Total Expense Ratio1.140.042,850%
Annual Report Gross Expense Ratio1.520.043,800%
Fund Existence40 years25 years-
Gain YTD1.469-0.456-322%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets324M1.34T0%
Annual Yield % from dividends0.161.3612%
Returns for 1 year-1.9510.16-19%
Returns for 3 years19.2947.1241%
Returns for 5 years39.2397.6440%
Returns for 10 years32.37175.0918%
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