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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$35.70
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets94.4M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
QBNAX vs VISVX Comparison Chart in %
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QBNAX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. QBNAX (94.4M). VISVX pays higher dividends than QBNAX: VISVX (1.99) vs QBNAX (1.07). QBNAX was incepted earlier than VISVX: QBNAX (33 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 annual gain was more profitable for investors over the last year : 11.64 vs. QBNAX (9.26). VISVX return over 5 years is better than : 94.00 vs. QBNAX (68.10).
| QBNAX | VISVX | QBNAX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 4.569 | 2.024 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 54B | 0% |
| Annual Yield % from dividends | 1.07 | 1.99 | 54% |
| Returns for 1 year | 9.26 | 11.64 | 80% |
| Returns for 3 years | 26.19 | 34.76 | 75% |
| Returns for 5 years | 68.10 | 94.00 | 72% |
| Returns for 10 years | 32.74 | 96.11 | 34% |
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