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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$33.47
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets83.5M
DODGX vs USPFX Comparison Chart in %
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DODGX vs. USPFX commentary
Sep 08, 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 USPFX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. USPFX (83.5M). DODGX pays higher dividends than USPFX: DODGX (1.34) vs USPFX (0.16). DODGX was incepted earlier than USPFX: DODGX (61 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. USPFX (7.18). DODGX (2500) and USPFX (2500) have matching initial minimum investment requirements. USPFX annual gain was more profitable for investors over the last year : 10.95 vs. DODGX (5.19). USPFX return over 5 years is better than : 78.61 vs. DODGX (69.07).
| DODGX | USPFX | DODGX / USPFX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.55 | 33% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 8.992 | 7.434 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 83.5M | 138,922% |
| Annual Yield % from dividends | 1.34 | 0.16 | 839% |
| Returns for 1 year | 5.19 | 10.95 | 47% |
| Returns for 3 years | 33.89 | 44.54 | 76% |
| Returns for 5 years | 69.07 | 78.61 | 88% |
| Returns for 10 years | 76.03 | N/A | - |
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