DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
USPCX
Price
$30.59
Change
+$0.13 (+0.43%)
Updated
Jul 25 closing price
Net Assets
82.69M
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DODGX vs USPCX

Header iconDODGX vs USPCX Comparison
Open Charts DODGX vs USPCXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Union Street Partners Value C
Price$30.59
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets82.69M
DODGX vs USPCX Comparison Chart in %
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DODGX vs. USPCX commentary
Jul 27, 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 DODGX is a Buy and USPCX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. USPCX (82.7M). DODGX pays higher dividends than USPCX: DODGX (1.38) vs USPCX (0.00). DODGX was incepted earlier than USPCX: DODGX (61 years) vs USPCX (14 years). USPCX (2.45) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. USPCX (7.18). DODGX (2500) and USPCX (2500) have matching initial minimum investment requirements. USPCX annual gain was more profitable for investors over the last year : 8.09 vs. DODGX (6.76). USPCX return over 5 years is better than : 79.62 vs. DODGX (75.02).
DODGXUSPCXDODGX / USPCX
Total Expense Ratio0.512.1524%
Annual Report Gross Expense Ratio0.512.4521%
Fund Existence61 years14 years-
Gain YTD7.9615.556143%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets117B82.7M141,475%
Annual Yield % from dividends1.380.00-
Returns for 1 year6.768.0984%
Returns for 3 years30.7737.7382%
Returns for 5 years75.0279.6294%
Returns for 10 years62.92112.2656%
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