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USBOX vs VFINX
USBOX vs VFINX Comparison
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USBOX vs VFINX Comparison Chart in %
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USBOX vs. VFINX commentary
Jul 05, 2026
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 StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. USBOX (261M). VFINX pays higher dividends than USBOX: VFINX (0.97) vs USBOX (0.40). USBOX was incepted earlier than VFINX: USBOX (41 years) vs VFINX (50 years). USBOX (1.52) is less costly to investors than VFINX (0.14). USBOX is a more actively managed with annual turnover of: 53.00 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 : 20.22 vs. USBOX (-10.47). VFINX return over 5 years is better than : 72.14 vs. USBOX (-6.84).
| 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 | 50 years | - |
| Gain YTD | 6.720 | 9.315 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 1.7T | 0% |
| Annual Yield % from dividends | 0.40 | 0.97 | 42% |
| Returns for 1 year | -10.47 | 20.22 | -52% |
| Returns for 3 years | 7.82 | 68.23 | 11% |
| Returns for 5 years | -6.84 | 72.14 | -9% |
| Returns for 10 years | 35.07 | 256.53 | 14% |
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