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USBOX vs VTSMX
USBOX vs VTSMX Comparison
Open Charts USBOX vs VTSMX
Pear Tree Quality Ordinary
Price$24.37
Change-$0.35 (-1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
USBOX vs VTSMX Comparison Chart
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USBOX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. USBOX (4.22B). VTSMX pays higher dividends than USBOX: VTSMX (1.26) vs USBOX (0.31). USBOX was incepted earlier than VTSMX: USBOX (40 years) vs VTSMX (33 years). USBOX is a more actively managed with annual turnover of: 34.00 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 : 30.52 vs. USBOX (18.83). VTSMX return over 5 years is better than : 83.72 vs. USBOX (19.30).
| USBOX | VTSMX | USBOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 33 years | - |
| Gain YTD | 18.015 | 22.392 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 1.73T | 0% |
| Annual Yield % from dividends | 0.31 | 1.26 | 25% |
| Returns for 1 year | 18.83 | 30.52 | 62% |
| Returns for 3 years | -0.47 | 19.91 | -2% |
| Returns for 5 years | 19.30 | 83.72 | 23% |
| Returns for 10 years | 30.60 | 186.07 | 16% |