Interact to see
Advertisement
Advertisement
USBOX vs VSMPX
USBOX vs VSMPX Comparison
Open Charts USBOX vs VSMPX
Pear Tree Quality Ordinary
Price$24.07
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets328.28M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
USBOX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USBOX vs. VSMPX commentary
Aug 18, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. USBOX (328M). VSMPX pays higher dividends than USBOX: VSMPX (1.20) vs USBOX (0.15). USBOX was incepted earlier than VSMPX: USBOX (40 years) vs VSMPX (10 years). USBOX (1.52) is less costly to investors than VSMPX (0.02). USBOX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). USBOX has a lower initial minimum investment than VSMPX: USBOX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. USBOX (0.07). VSMPX return over 5 years is better than : 85.90 vs. USBOX (31.13).
| USBOX | VSMPX | USBOX / VSMPX | |
| Total Expense Ratio | 1.14 | 0.02 | 5,700% |
| Annual Report Gross Expense Ratio | 1.52 | 0.02 | 7,600% |
| Fund Existence | 40 years | 10 years | - |
| Gain YTD | 7.168 | 9.284 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 1.91T | 0% |
| Annual Yield % from dividends | 0.15 | 1.20 | 13% |
| Returns for 1 year | 0.07 | 16.22 | 0% |
| Returns for 3 years | 19.42 | 46.86 | 41% |
| Returns for 5 years | 31.13 | 85.90 | 36% |
| Returns for 10 years | 41.13 | 193.56 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TLISX | 13.46 | 0.04 | +0.30% |
| Nuveen Quant Intl Small Cap Eq A | |||
| CGFAX | 83.60 | -0.05 | -0.06% |
| American Funds Growth Fund of Amer 529A | |||
| MDSPX | 27.47 | -0.06 | -0.22% |
| BlackRock Advantage SMID Cap Inv A | |||
| SUWAX | 36.55 | -0.13 | -0.35% |
| DWS Core Equity A | |||
| MRLTX | 19.19 | -0.09 | -0.47% |
| AMG Renaissance Large Cap Growth N | |||