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USBOX vs VTSMX
USBOX vs VTSMX Comparison
Open Charts USBOX vs VTSMX
Pear Tree Quality Ordinary
Price$25.35
Change-$0.33 (-1.29%)
VolumeN/A
Net Assets332.14M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
USBOX vs VTSMX Comparison Chart in %
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USBOX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. USBOX (332M). VTSMX pays higher dividends than USBOX: VTSMX (1.02) vs USBOX (0.14). USBOX was incepted earlier than VTSMX: USBOX (41 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 : 13.42 vs. USBOX (3.09). VTSMX return over 5 years is better than : 83.98 vs. USBOX (29.93).
| 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 | 41 years | 34 years | - |
| Gain YTD | 14.337 | 15.972 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 2.05T | 0% |
| Annual Yield % from dividends | 0.14 | 1.02 | 14% |
| Returns for 1 year | 3.09 | 13.42 | 23% |
| Returns for 3 years | 34.34 | 68.22 | 50% |
| Returns for 5 years | 29.93 | 83.98 | 36% |
| Returns for 10 years | 55.61 | 235.40 | 24% |
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