Interact to see
Advertisement
Advertisement
USBOX vs VFINX
USBOX vs VFINX Comparison
Open Charts USBOX vs VFINX
Pear Tree Quality Ordinary
Price$23.95
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets334.36M
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
USBOX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USBOX vs. VFINX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. USBOX (334M). VFINX pays higher dividends than USBOX: VFINX (1.12) vs USBOX (0.15). 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: 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 : 18.40 vs. USBOX (1.90). VFINX return over 5 years is better than : 98.86 vs. USBOX (35.33).
| 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 | 6.634 | 8.702 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.49T | 0% |
| Annual Yield % from dividends | 0.15 | 1.12 | 14% |
| Returns for 1 year | 1.90 | 18.40 | 10% |
| Returns for 3 years | 26.80 | 63.07 | 43% |
| Returns for 5 years | 35.33 | 98.86 | 36% |
| Returns for 10 years | 40.59 | 205.63 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFDCX | 52.21 | 0.27 | +0.52% |
| American Century Large Cap Equity C | |||
| HULEX | 34.57 | 0.13 | +0.38% |
| Huber Select Large Cap Value Instl | |||
| FFPNX | 71.16 | 0.05 | +0.07% |
| American Funds New Perspective 529-F-2 | |||
| BLRYX | 11.65 | -0.01 | -0.09% |
| Brookfield Global Listed Real Estate I | |||
| NIQAX | 15.20 | -0.06 | -0.39% |
| Neuberger Berman International Eq A | |||