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USBOX vs VFINX
USBOX vs VFINX Comparison
Open Charts USBOX vs VFINX
Pear Tree Quality Ordinary
Price$24.91
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets323.52M
Vanguard 500 Index Investor
Price$611.61
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
USBOX vs VFINX Comparison Chart in %
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USBOX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. USBOX (324M). VFINX pays higher dividends than USBOX: VFINX (1.02) vs USBOX (0.14). USBOX was incepted earlier than VFINX: USBOX (41 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: 30.00 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 : 13.25 vs. USBOX (2.49). VFINX return over 5 years is better than : 86.39 vs. USBOX (27.41).
| USBOX | VFINX | USBOX / VFINX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 41 years | 49 years | - |
| Gain YTD | 11.665 | 13.636 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 1.46T | 0% |
| Annual Yield % from dividends | 0.14 | 1.02 | 14% |
| Returns for 1 year | 2.49 | 13.25 | 19% |
| Returns for 3 years | 30.86 | 68.34 | 45% |
| Returns for 5 years | 27.41 | 86.39 | 32% |
| Returns for 10 years | 46.89 | 219.42 | 21% |
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