Interact to see
Advertisement
Advertisement
USBOX vs VSMPX
USBOX vs VSMPX Comparison
Open Charts USBOX vs VSMPX
Pear Tree Quality Ordinary
Price$23.30
Change-$0.28 (-1.19%)
VolumeN/A
Net Assets331.33M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
USBOX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USBOX vs. VSMPX commentary
Jun 16, 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: 1.82T vs. USBOX (331M). VSMPX pays higher dividends than USBOX: VSMPX (1.29) vs USBOX (0.16). 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: 23.00 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 : 10.08 vs. USBOX (-0.44). VSMPX return over 5 years is better than : 91.46 vs. USBOX (38.84).
| 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 | 3.740 | 1.374 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.29 | 12% |
| Returns for 1 year | -0.44 | 10.08 | -4% |
| Returns for 3 years | 30.55 | 57.66 | 53% |
| Returns for 5 years | 38.84 | 91.46 | 42% |
| Returns for 10 years | 38.39 | 170.67 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement