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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$24.91
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets323.52M
Vanguard 500 Index Admiral
Price$611.59
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
USBOX vs VFIAX Comparison Chart in %
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USBOX vs. VFIAX commentary
Nov 20, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. USBOX (324M). VFIAX pays higher dividends than USBOX: VFIAX (1.11) vs USBOX (0.14). USBOX was incepted earlier than VFIAX: USBOX (41 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 : 13.26 vs. USBOX (2.49). VFIAX return over 5 years is better than : 86.40 vs. USBOX (27.41).
| 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 | 41 years | 25 years | - |
| Gain YTD | 11.665 | 13.652 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 1.46T | 0% |
| Annual Yield % from dividends | 0.14 | 1.11 | 13% |
| Returns for 1 year | 2.49 | 13.26 | 19% |
| Returns for 3 years | 30.86 | 68.36 | 45% |
| Returns for 5 years | 27.41 | 86.40 | 32% |
| Returns for 10 years | 46.89 | 219.39 | 21% |
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