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QBNAX vs VSIAX
QBNAX vs VSIAX Comparison
Open Charts QBNAX vs VSIAX
Pear Tree Polaris Small Cap Instl
Price$33.67
Change-$0.59 (-1.72%)
VolumeN/A
Net Assets89.77M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
QBNAX vs VSIAX Comparison Chart
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QBNAX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. QBNAX (89.8M). VSIAX pays higher dividends than QBNAX: VSIAX (2.23) vs QBNAX (1.09). QBNAX was incepted earlier than VSIAX: QBNAX (32 years) vs VSIAX (14 years). QBNAX (1.21) is less costly to investors than VSIAX (0.07). VSIAX is a more actively managed with annual turnover of: 16.00 vs. QBNAX (12.00). VSIAX has a lower initial minimum investment than QBNAX: VSIAX (3000) vs QBNAX (1000000). VSIAX (3.83) and QBNAX (3.74) have marching annual gain over last year. VSIAX return over 5 years is better than : 80.63 vs. QBNAX (58.25).
| QBNAX | VSIAX | QBNAX / VSIAX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -1.377 | -4.304 | 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 | 2.23 | 49% |
| Returns for 1 year | 3.74 | 3.83 | 98% |
| Returns for 3 years | 19.93 | 26.16 | 76% |
| Returns for 5 years | 58.25 | 80.63 | 72% |
| Returns for 10 years | 22.00 | 80.44 | 27% |
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