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USBOX vs VFINX
USBOX vs VFINX Comparison
Open Charts USBOX vs VFINX
Pear Tree Quality Ordinary
Price$21.22
Change-$0.46 (-2.12%)
VolumeN/A
Net Assets307.48M
Vanguard 500 Index Investor
Price$486.30
Change-$17.35 (-3.44%)
VolumeN/A
Net Assets1.32T
USBOX vs VFINX Comparison Chart
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USBOX vs. VFINX commentary
Apr 11, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. USBOX (307M). VFINX pays higher dividends than USBOX: VFINX (1.24) vs USBOX (0.16). USBOX was incepted earlier than VFINX: USBOX (40 years) vs VFINX (49 years). USBOX (1.52) is less costly to investors than VFINX (0.14). USBOX is a more actively managed with annual turnover of: 23.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than USBOX: VFINX (0) vs USBOX (2500). VFINX annual gain was more profitable for investors over the last year : 5.77 vs. USBOX (-3.02). VFINX return over 5 years is better than : 95.65 vs. USBOX (37.58).
| USBOX | VFINX | USBOX / VFINX | |
| Total Expense Ratio | 1.14 | 0.14 | 814% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 40 years | 49 years | - |
| Gain YTD | -3.473 | -7.207 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.32T | 0% |
| Annual Yield % from dividends | 0.16 | 1.24 | 13% |
| Returns for 1 year | -3.02 | 5.77 | -52% |
| Returns for 3 years | 5.74 | 23.74 | 24% |
| Returns for 5 years | 37.58 | 95.65 | 39% |
| Returns for 10 years | 29.14 | 161.18 | 18% |
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