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USBNX vs VISVX
USBNX vs VISVX Comparison
Open Charts USBNX vs VISVX
Pear Tree Polaris Small Cap Ord
Price$27.88
Change-$0.27 (-0.96%)
VolumeN/A
Net Assets89.91M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
USBNX vs VISVX Comparison Chart in %
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USBNX vs. VISVX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. USBNX (89.9M). VISVX pays higher dividends than USBNX: VISVX (1.90) vs USBNX (0.36). USBNX was incepted earlier than VISVX: USBNX (33 years) vs VISVX (28 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 : -0.55 vs. USBNX (-7.44). VISVX return over 5 years is better than : 65.01 vs. USBNX (36.87).
| 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 | 28 years | - |
| Gain YTD | 4.144 | 5.771 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.9M | 58.3B | 0% |
| Annual Yield % from dividends | 0.36 | 1.90 | 19% |
| Returns for 1 year | -7.44 | -0.55 | 1,348% |
| Returns for 3 years | 9.85 | 27.31 | 36% |
| Returns for 5 years | 36.87 | 65.01 | 57% |
| Returns for 10 years | 24.04 | 116.59 | 21% |
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