DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
USPFX
Price
$33.88
Change
+$0.26 (+0.77%)
Updated
Sep 26 closing price
Net Assets
84.88M
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DODGX vs USPFX

Header iconDODGX vs USPFX Comparison
Open Charts DODGX vs USPFXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Union Street Partners Value Advisor
Price$33.88
Change+$0.26 (+0.77%)
VolumeN/A
Net Assets84.88M
DODGX vs USPFX Comparison Chart in %
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DODGX vs. USPFX commentary
Sep 28, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. USPFX (84.9M). 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 : 10.29 vs. DODGX (3.35). USPFX return over 5 years is better than : 91.56 vs. DODGX (78.53).
DODGXUSPFXDODGX / USPFX
Total Expense Ratio0.511.1544%
Annual Report Gross Expense Ratio0.511.5533%
Fund Existence61 years9 years-
Gain YTD8.8519.50293%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets121B84.9M142,521%
Annual Yield % from dividends1.340.16837%
Returns for 1 year3.3510.2933%
Returns for 3 years45.7556.2881%
Returns for 5 years78.5391.5686%
Returns for 10 years87.64N/A-
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