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USBOX vs VFINX
USBOX vs VFINX Comparison
Open Charts USBOX vs VFINX
Pear Tree Quality Ordinary
Price$23.55
Change-$0.29 (-1.22%)
VolumeN/A
Net Assets339.48M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
USBOX vs VFINX Comparison Chart
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USBOX vs. VFINX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. USBOX (339M). VFINX pays higher dividends than USBOX: VFINX (1.24) vs USBOX (0.31). USBOX was incepted earlier than VFINX: USBOX (40 years) vs VFINX (49 years). USBOX is a more actively managed with annual turnover of: 34.00 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 : 18.27 vs. USBOX (5.35). VFINX return over 5 years is better than : 80.18 vs. USBOX (29.33).
| USBOX | VFINX | USBOX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 49 years | - |
| Gain YTD | 4.853 | 2.400 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.41T | 0% |
| Annual Yield % from dividends | 0.31 | 1.24 | 25% |
| Returns for 1 year | 5.35 | 18.27 | 29% |
| Returns for 3 years | 15.09 | 39.78 | 38% |
| Returns for 5 years | 29.33 | 80.18 | 37% |
| Returns for 10 years | 38.01 | 184.41 | 21% |
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