Interact to see
Advertisement
Advertisement
USBOX vs VTSMX
USBOX vs VTSMX Comparison
Open Charts USBOX vs VTSMX
Pear Tree Quality Ordinary
Price$24.97
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets321.45M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
USBOX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USBOX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. USBOX (321M). VTSMX pays higher dividends than USBOX: VTSMX (1.02) vs USBOX (0.14). USBOX was incepted earlier than VTSMX: USBOX (41 years) vs VTSMX (34 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 : 10.79 vs. USBOX (1.75). VTSMX return over 5 years is better than : 77.62 vs. USBOX (27.63).
| 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 | 41 years | 34 years | - |
| Gain YTD | 10.908 | 11.948 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 2.05T | 0% |
| Annual Yield % from dividends | 0.14 | 1.02 | 14% |
| Returns for 1 year | 1.75 | 10.79 | 16% |
| Returns for 3 years | 29.98 | 63.83 | 47% |
| Returns for 5 years | 27.63 | 77.62 | 36% |
| Returns for 10 years | 45.89 | 213.77 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement