USBOX
Price
$22.11
Change
+$0.06 (+0.27%)
Updated
May 1 closing price
Net Assets
314.78M
VFIAX
Price
$517.45
Change
+$3.25 (+0.63%)
Updated
May 1 closing price
Net Assets
1.32T
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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$22.11
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets314.78M
Vanguard 500 Index Admiral
Price$517.45
Change+$3.25 (+0.63%)
VolumeN/A
Net Assets1.32T
USBOX vs VFIAX Comparison Chart
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USBOX vs. VFIAX commentary
May 03, 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: 1.32T vs. USBOX (315M). VFIAX pays higher dividends than USBOX: VFIAX (1.36) vs USBOX (0.16). USBOX was incepted earlier than VFIAX: USBOX (40 years) vs VFIAX (24 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 : 11.02 vs. USBOX (0.66). VFIAX return over 5 years is better than : 96.77 vs. USBOX (37.69).
USBOXVFIAXUSBOX / VFIAX
Total Expense Ratio1.140.042,850%
Annual Report Gross Expense Ratio1.520.043,800%
Fund Existence40 years24 years-
Gain YTD-1.825-5.24935%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets315M1.32T0%
Annual Yield % from dividends0.161.3612%
Returns for 1 year0.6611.026%
Returns for 3 years12.2134.1136%
Returns for 5 years37.6996.7739%
Returns for 10 years29.58163.7818%
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