Ad is loading...
USBOX vs VFINX
USBOX vs VFINX Comparison
Open Charts USBOX vs VFINX
Pear Tree Quality Ordinary
Price$22.29
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets317.57M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
USBOX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USBOX vs. VFINX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. USBOX (318M). VFINX pays higher dividends than USBOX: VFINX (1.25) 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 : 8.59 vs. USBOX (-2.08). VFINX return over 5 years is better than : 93.15 vs. USBOX (35.93).
| 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 | -0.757 | -3.683 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 1.34T | 0% |
| Annual Yield % from dividends | 0.16 | 1.25 | 13% |
| Returns for 1 year | -2.08 | 8.59 | -24% |
| Returns for 3 years | 17.71 | 41.54 | 43% |
| Returns for 5 years | 35.93 | 93.15 | 39% |
| Returns for 10 years | 31.58 | 169.87 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers