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DODGX vs USPCX
DODGX vs USPCX Comparison
Open Charts DODGX vs USPCX
Union Street Partners Value C
Price$30.18
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets81.45M
DODGX vs USPCX Comparison Chart in %
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DODGX vs. USPCX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. USPCX (81.4M). 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. DODGX annual gain was more profitable for investors over the last year : 8.33 vs. USPCX (5.12). DODGX (79.15) and USPCX (77.63) have equivalent 5 years return.
| DODGX | USPCX | DODGX / USPCX | |
| Total Expense Ratio | 0.51 | 2.15 | 24% |
| Annual Report Gross Expense Ratio | 0.51 | 2.45 | 21% |
| Fund Existence | 61 years | 14 years | - |
| Gain YTD | 7.647 | 4.141 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 81.4M | 140,049% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 8.33 | 5.12 | 163% |
| Returns for 3 years | 31.93 | 37.62 | 85% |
| Returns for 5 years | 79.15 | 77.63 | 102% |
| Returns for 10 years | 63.83 | 108.41 | 59% |
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