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DODGX vs USPCX
DODGX vs USPCX Comparison
Open Charts DODGX vs USPCX
Union Street Partners Value C
Price$31.10
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets83.98M
DODGX vs USPCX Comparison Chart in %
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DODGX vs. USPCX commentary
Aug 18, 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: 116B vs. USPCX (84M). DODGX pays higher dividends than USPCX: DODGX (1.39) 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 : 9.31 vs. DODGX (4.67). USPCX return over 5 years is better than : 71.73 vs. DODGX (67.01).
| 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 | 7.197 | 7.315 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 84M | 138,095% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 4.67 | 9.31 | 50% |
| Returns for 3 years | 20.83 | 31.06 | 67% |
| Returns for 5 years | 67.01 | 71.73 | 93% |
| Returns for 10 years | 62.58 | 115.50 | 54% |
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