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QBNAX vs VSIIX
QBNAX vs VSIIX Comparison
Open Charts QBNAX vs VSIIX
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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
QBNAX vs VSIIX Comparison Chart in %
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QBNAX vs. VSIIX commentary
Jul 06, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. QBNAX (94.4M). VSIIX pays higher dividends than QBNAX: VSIIX (2.12) vs QBNAX (1.07). QBNAX was incepted earlier than VSIIX: QBNAX (33 years) vs VSIIX (26 years). QBNAX (1.21) is less costly to investors than VSIIX (0.06). VSIIX is a more actively managed with annual turnover of: 16.00 vs. QBNAX (12.00). QBNAX has a lower initial minimum investment than VSIIX: QBNAX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. QBNAX (9.26). VSIIX return over 5 years is better than : 94.15 vs. QBNAX (68.10).
| QBNAX | VSIIX | QBNAX / VSIIX | |
| Total Expense Ratio | 1.08 | 0.06 | 1,800% |
| Annual Report Gross Expense Ratio | 1.21 | 0.06 | 2,017% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 4.569 | 2.040 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 54B | 0% |
| Annual Yield % from dividends | 1.07 | 2.12 | 51% |
| Returns for 1 year | 9.26 | 11.69 | 79% |
| Returns for 3 years | 26.19 | 34.90 | 75% |
| Returns for 5 years | 68.10 | 94.15 | 72% |
| Returns for 10 years | 32.74 | 96.60 | 34% |
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