DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
USPCX
Price
$30.18
Change
+$0.16 (+0.53%)
Updated
Jul 3 closing price
Net Assets
81.45M
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
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.

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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.
DODGXUSPCXDODGX / USPCX
Total Expense Ratio0.512.1524%
Annual Report Gross Expense Ratio0.512.4521%
Fund Existence61 years14 years-
Gain YTD7.6474.141185%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets114B81.4M140,049%
Annual Yield % from dividends1.380.00-
Returns for 1 year8.335.12163%
Returns for 3 years31.9337.6285%
Returns for 5 years79.1577.63102%
Returns for 10 years63.83108.4159%
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