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USBOX vs VTSAX
USBOX vs VTSAX Comparison
Open Charts USBOX vs VTSAX
Pear Tree Quality Ordinary
Price$21.82
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets311.16M
Vanguard Total Stock Mkt Idx Adm
Price$131.81
Change+$0.88 (+0.67%)
VolumeN/A
Net Assets1.7T
USBOX vs VTSAX Comparison Chart
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USBOX vs. VTSAX commentary
Apr 28, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. USBOX (311M). VTSAX pays higher dividends than USBOX: VTSAX (1.35) vs USBOX (0.16). USBOX was incepted earlier than VTSAX: USBOX (40 years) vs VTSAX (24 years). USBOX (1.52) is less costly to investors than VTSAX (0.04). USBOX is a more actively managed with annual turnover of: 23.00 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 : 8.69 vs. USBOX (-0.93). VTSAX return over 5 years is better than : 91.96 vs. USBOX (35.84).
| USBOX | VTSAX | USBOX / VTSAX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 40 years | 24 years | - |
| Gain YTD | -2.850 | -6.508 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | -0.93 | 8.69 | -11% |
| Returns for 3 years | 11.49 | 29.73 | 39% |
| Returns for 5 years | 35.84 | 91.96 | 39% |
| Returns for 10 years | 27.51 | 156.95 | 18% |
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