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USBOX vs VTSMX
USBOX vs VTSMX Comparison
Open Charts USBOX vs VTSMX
Pear Tree Quality Ordinary
Price$24.29
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets326.34M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
USBOX vs VTSMX Comparison Chart in %
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USBOX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. USBOX (326M). VTSMX pays higher dividends than USBOX: VTSMX (1.07) vs USBOX (0.15). USBOX was incepted earlier than VTSMX: USBOX (40 years) vs VTSMX (33 years). USBOX (1.52) is less costly to investors than VTSMX (0.14). USBOX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). USBOX has a lower initial minimum investment than VTSMX: USBOX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. USBOX (1.03). VTSMX return over 5 years is better than : 84.94 vs. USBOX (30.16).
| USBOX | VTSMX | USBOX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 40 years | 33 years | - |
| Gain YTD | 8.148 | 10.330 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.95T | 0% |
| Annual Yield % from dividends | 0.15 | 1.07 | 14% |
| Returns for 1 year | 1.03 | 18.03 | 6% |
| Returns for 3 years | 32.07 | 63.63 | 50% |
| Returns for 5 years | 30.16 | 84.94 | 36% |
| Returns for 10 years | 51.20 | 224.15 | 23% |
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