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USBOX vs VSMPX
USBOX vs VSMPX Comparison
Open Charts USBOX vs VSMPX
Pear Tree Quality Ordinary
Price$24.78
Change-$0.08 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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USBOX vs VSMPX Comparison Chart
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USBOX vs. VSMPX commentary
Sep 21, 2024
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. USBOX (353M). VSMPX pays higher dividends than USBOX: VSMPX (1.36) vs USBOX (0.31). USBOX was incepted earlier than VSMPX: USBOX (39 years) vs VSMPX (9 years). USBOX is a more actively managed with annual turnover of: 34.00 vs. VSMPX (2.00). USBOX has a lower initial minimum investment than VSMPX: USBOX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. USBOX (27.65). VSMPX return over 5 years is better than : 85.73 vs. USBOX (28.84).
| USBOX | VSMPX | USBOX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 20.000 | 18.661 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.72T | 0% |
| Annual Yield % from dividends | 0.31 | 1.36 | 23% |
| Returns for 1 year | 27.65 | 31.58 | 88% |
| Returns for 3 years | 6.96 | 25.38 | 27% |
| Returns for 5 years | 28.84 | 85.73 | 34% |
| Returns for 10 years | 37.86 | N/A | - |
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