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USBOX vs VFIAX
USBOX vs VFIAX Comparison
Open Charts USBOX vs VFIAX
Pear Tree Quality Ordinary
Price$25.73
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets329.91M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
USBOX vs VFIAX Comparison Chart in %
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USBOX vs. VFIAX commentary
Dec 04, 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 USBOX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. USBOX (330M). VFIAX pays higher dividends than USBOX: VFIAX (1.11) vs USBOX (0.14). 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 : 12.70 vs. USBOX (2.11). VFIAX return over 5 years is better than : 85.88 vs. USBOX (26.62).
| 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 | 14.248 | 16.106 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 1.46T | 0% |
| Annual Yield % from dividends | 0.14 | 1.11 | 13% |
| Returns for 1 year | 2.11 | 12.70 | 17% |
| Returns for 3 years | 29.86 | 67.36 | 44% |
| Returns for 5 years | 26.62 | 85.88 | 31% |
| Returns for 10 years | 48.88 | 225.65 | 22% |
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