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USBOX vs VFINX
USBOX vs VFINX Comparison
Open Charts USBOX vs VFINX
Pear Tree Quality Ordinary
Price$20.29
Change-$5.22 (-20.46%)
VolumeN/A
Net Assets315.09M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
USBOX vs VFINX Comparison Chart in %
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USBOX vs. VFINX commentary
Feb 05, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. USBOX (315M). VFINX pays higher dividends than USBOX: VFINX (1.01) vs USBOX (0.42). USBOX was incepted earlier than VFINX: USBOX (41 years) vs VFINX (49 years). USBOX (1.52) is less costly to investors than VFINX (0.14). USBOX is a more actively managed with annual turnover of: 30.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than USBOX: VFINX (0) vs USBOX (2500). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. USBOX (-13.33). VFINX return over 5 years is better than : 78.93 vs. USBOX (2.51).
| USBOX | VFINX | USBOX / VFINX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 41 years | 49 years | - |
| Gain YTD | 0.996 | 1.131 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 1.48T | 0% |
| Annual Yield % from dividends | 0.42 | 1.01 | 41% |
| Returns for 1 year | -13.33 | 15.48 | -86% |
| Returns for 3 years | 12.34 | 67.54 | 18% |
| Returns for 5 years | 2.51 | 78.93 | 3% |
| Returns for 10 years | 43.03 | 268.63 | 16% |
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