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USBOX vs VTSMX
USBOX vs VTSMX Comparison
Open Charts USBOX vs VTSMX
Pear Tree Quality Ordinary
Price$25.49
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets334.17M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
USBOX vs VTSMX Comparison Chart in %
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USBOX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. USBOX (334M). VTSMX pays higher dividends than USBOX: VTSMX (1.04) vs USBOX (0.14). USBOX was incepted earlier than VTSMX: USBOX (40 years) vs VTSMX (34 years). USBOX (1.52) is less costly to investors than VTSMX (0.14). USBOX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). USBOX has a lower initial minimum investment than VTSMX: USBOX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. USBOX (2.57). VTSMX return over 5 years is better than : 84.86 vs. USBOX (34.81).
| USBOX | VTSMX | USBOX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 40 years | 34 years | - |
| Gain YTD | 13.491 | 13.012 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 2.02T | 0% |
| Annual Yield % from dividends | 0.14 | 1.04 | 14% |
| Returns for 1 year | 2.57 | 13.79 | 19% |
| Returns for 3 years | 44.02 | 76.02 | 58% |
| Returns for 5 years | 34.81 | 84.86 | 41% |
| Returns for 10 years | 52.96 | 225.10 | 24% |
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