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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$28.98
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets95.93M
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
USBNX vs VISVX Comparison Chart in %
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USBNX vs. VISVX commentary
Sep 09, 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 USBNX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. USBNX (95.9M). VISVX pays higher dividends than USBNX: VISVX (1.86) vs USBNX (0.35). USBNX was incepted earlier than VISVX: USBNX (33 years) vs VISVX (27 years). USBNX (1.42) is less costly to investors than VISVX (0.19). USBNX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). USBNX has a lower initial minimum investment than VISVX: USBNX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. USBNX (7.91). VISVX return over 5 years is better than : 88.32 vs. USBNX (57.75).
| USBNX | VISVX | USBNX / VISVX | |
| Total Expense Ratio | 1.42 | 0.19 | 747% |
| Annual Report Gross Expense Ratio | 1.42 | 0.19 | 747% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 7.214 | 6.517 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.9M | 59.2B | 0% |
| Annual Yield % from dividends | 0.35 | 1.86 | 19% |
| Returns for 1 year | 7.91 | 11.64 | 68% |
| Returns for 3 years | 21.64 | 30.46 | 71% |
| Returns for 5 years | 57.75 | 88.32 | 65% |
| Returns for 10 years | 34.28 | 117.93 | 29% |
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