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USBOX vs VTSAX
USBOX vs VTSAX Comparison
Open Charts USBOX vs VTSAX
Pear Tree Quality Ordinary
Price$24.78
Change-$0.08 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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USBOX vs VTSAX Comparison Chart
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USBOX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. USBOX (353M). VTSAX pays higher dividends than USBOX: VTSAX (1.35) vs USBOX (0.31). USBOX was incepted earlier than VTSAX: USBOX (39 years) vs VTSAX (24 years). USBOX is a more actively managed with annual turnover of: 34.00 vs. VTSAX (2.00). USBOX has a lower initial minimum investment than VTSAX: USBOX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 31.56 vs. USBOX (27.65). VTSAX return over 5 years is better than : 85.68 vs. USBOX (28.84).
| USBOX | VTSAX | USBOX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 20.000 | 18.645 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.72T | 0% |
| Annual Yield % from dividends | 0.31 | 1.35 | 23% |
| Returns for 1 year | 27.65 | 31.56 | 88% |
| Returns for 3 years | 6.96 | 25.35 | 27% |
| Returns for 5 years | 28.84 | 85.68 | 34% |
| Returns for 10 years | 37.86 | 188.32 | 20% |
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