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USBNX vs VSCAX
USBNX vs VSCAX Comparison
Open Charts USBNX vs VSCAX
Pear Tree Polaris Small Cap Ord
Price$26.15
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets91.44M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
USBNX vs VSCAX Comparison Chart in %
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USBNX vs. VSCAX commentary
Dec 27, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. USBNX (91.4M). USBNX pays higher dividends than VSCAX: USBNX (0.35) vs VSCAX (0.31). USBNX was incepted earlier than VSCAX: USBNX (33 years) vs VSCAX (27 years). USBNX (1.42) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. USBNX (49.00). VSCAX has a lower initial minimum investment than USBNX: VSCAX (1000) vs USBNX (2500). VSCAX annual gain was more profitable for investors over the last year : 8.71 vs. USBNX (-4.63). VSCAX return over 5 years is better than : 66.73 vs. USBNX (15.87).
| USBNX | VSCAX | USBNX / VSCAX | |
| Total Expense Ratio | 1.42 | 1.10 | 129% |
| Annual Report Gross Expense Ratio | 1.42 | 1.10 | 129% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | -3.256 | 9.911 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4M | 8.33B | 1% |
| Annual Yield % from dividends | 0.35 | 0.31 | 114% |
| Returns for 1 year | -4.63 | 8.71 | -53% |
| Returns for 3 years | 15.23 | 49.46 | 31% |
| Returns for 5 years | 15.87 | 66.73 | 24% |
| Returns for 10 years | 22.75 | 59.02 | 39% |
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