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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$33.67
Change-$0.59 (-1.72%)
VolumeN/A
Net Assets89.77M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
QBNAX vs VISVX Comparison Chart
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QBNAX vs. VISVX commentary
Jun 16, 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 QBNAX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. QBNAX (89.8M). VISVX pays higher dividends than QBNAX: VISVX (2.11) vs QBNAX (1.09). QBNAX was incepted earlier than VISVX: QBNAX (32 years) vs VISVX (27 years). QBNAX (1.21) is less costly to investors than VISVX (0.19). VISVX is a more actively managed with annual turnover of: 16.00 vs. QBNAX (12.00). VISVX has a lower initial minimum investment than QBNAX: VISVX (3000) vs QBNAX (1000000). VISVX (3.80) and QBNAX (3.74) have marching annual gain over last year. VISVX return over 5 years is better than : 80.48 vs. QBNAX (58.25).
| QBNAX | VISVX | QBNAX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -1.377 | -4.331 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.8M | 54B | 0% |
| Annual Yield % from dividends | 1.09 | 2.11 | 52% |
| Returns for 1 year | 3.74 | 3.80 | 98% |
| Returns for 3 years | 19.93 | 26.12 | 76% |
| Returns for 5 years | 58.25 | 80.48 | 72% |
| Returns for 10 years | 22.00 | 80.06 | 27% |
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