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QBNAX vs VISVX
QBNAX vs VISVX Comparison
Open Charts QBNAX vs VISVX
Pear Tree Polaris Small Cap Instl
Price$36.84
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets2.97B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
QBNAX vs VISVX Comparison Chart in %
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QBNAX vs. VISVX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. QBNAX (2.97B). VISVX pays higher dividends than QBNAX: VISVX (1.86) vs QBNAX (1.01). QBNAX was incepted earlier than VISVX: QBNAX (33 years) vs VISVX (27 years). QBNAX (1.20) is less costly to investors than VISVX (0.19). QBNAX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). 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 : 10.19 vs. QBNAX (7.82). VISVX return over 5 years is better than : 86.20 vs. QBNAX (65.26).
| QBNAX | VISVX | QBNAX / VISVX | |
| Total Expense Ratio | 1.06 | 0.19 | 558% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 7.909 | 6.665 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 59.2B | 5% |
| Annual Yield % from dividends | 1.01 | 1.86 | 54% |
| Returns for 1 year | 7.82 | 10.19 | 77% |
| Returns for 3 years | 30.63 | 36.58 | 84% |
| Returns for 5 years | 65.26 | 86.20 | 76% |
| Returns for 10 years | 50.47 | 117.42 | 43% |
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