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USBNX vs VSIAX
USBNX vs VSIAX Comparison
Open Charts USBNX vs VSIAX
Pear Tree Polaris Small Cap Ord
Price$27.96
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets93.27M
Vanguard Small Cap Value Index Admiral
Price$86.95
Change-$0.44 (-0.50%)
VolumeN/A
Net Assets55.61B
USBNX vs VSIAX Comparison Chart in %
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USBNX vs. VSIAX commentary
Jul 29, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. USBNX (93.3M). VSIAX pays higher dividends than USBNX: VSIAX (2.11) vs USBNX (0.37). USBNX was incepted earlier than VSIAX: USBNX (33 years) vs VSIAX (14 years). USBNX (1.45) is less costly to investors than VSIAX (0.07). USBNX is a more actively managed with annual turnover of: 49.00 vs. VSIAX (16.00). USBNX has a lower initial minimum investment than VSIAX: USBNX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.38 vs. USBNX (-1.55). VSIAX return over 5 years is better than : 83.76 vs. USBNX (51.56).
| USBNX | VSIAX | USBNX / VSIAX | |
| Total Expense Ratio | 1.45 | 0.07 | 2,071% |
| Annual Report Gross Expense Ratio | 1.45 | 0.07 | 2,071% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 3.441 | 2.386 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 55.6B | 0% |
| Annual Yield % from dividends | 0.37 | 2.11 | 17% |
| Returns for 1 year | -1.55 | 3.38 | -46% |
| Returns for 3 years | 12.26 | 24.95 | 49% |
| Returns for 5 years | 51.56 | 83.76 | 62% |
| Returns for 10 years | 16.50 | 98.90 | 17% |
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