QBNAX
Price
$35.70
Change
+$0.21 (+0.59%)
Updated
Jul 3 closing price
Net Assets
94.4M
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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QBNAX vs VISVX

Header iconQBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVXBanner chart's image
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.

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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).
QBNAXVISVXQBNAX / VISVX
Total Expense Ratio1.080.19568%
Annual Report Gross Expense Ratio1.210.19637%
Fund Existence33 years27 years-
Gain YTD4.5692.024226%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets94.4M54B0%
Annual Yield % from dividends1.071.9954%
Returns for 1 year9.2611.6480%
Returns for 3 years26.1934.7675%
Returns for 5 years68.1094.0072%
Returns for 10 years32.7496.1134%
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