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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$20.29
Change-$5.22 (-20.46%)
VolumeN/A
Net Assets315.09M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
USBOX vs VFIAX Comparison Chart in %
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USBOX vs. VFIAX commentary
Feb 04, 2026
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 USBOX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. USBOX (315M). VFIAX pays higher dividends than USBOX: VFIAX (1.10) vs USBOX (0.42). USBOX was incepted earlier than VFIAX: USBOX (41 years) vs VFIAX (25 years). USBOX (1.52) is less costly to investors than VFIAX (0.04). USBOX is a more actively managed with annual turnover of: 30.00 vs. VFIAX (2.00). USBOX has a lower initial minimum investment than VFIAX: USBOX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. USBOX (-13.33). VFIAX return over 5 years is better than : 78.94 vs. USBOX (2.51).
| USBOX | VFIAX | USBOX / VFIAX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 41 years | 25 years | - |
| Gain YTD | 0.996 | 1.141 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 1.48T | 0% |
| Annual Yield % from dividends | 0.42 | 1.10 | 38% |
| Returns for 1 year | -13.33 | 15.49 | -86% |
| Returns for 3 years | 12.34 | 67.56 | 18% |
| Returns for 5 years | 2.51 | 78.94 | 3% |
| Returns for 10 years | 43.03 | 268.61 | 16% |
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