DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
USPVX
Price
$32.39
Change
+$0.14 (+0.43%)
Updated
Jul 25 closing price
Net Assets
82.69M
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DODGX vs USPVX

Header iconDODGX vs USPVX Comparison
Open Charts DODGX vs USPVXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Union Street Partners Value A
Price$32.39
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets82.69M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX commentary
Jul 27, 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 USPVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. USPVX (82.7M). DODGX pays higher dividends than USPVX: DODGX (1.38) vs USPVX (0.00). DODGX was incepted earlier than USPVX: DODGX (61 years) vs USPVX (15 years). USPVX (1.68) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. USPVX (7.18). DODGX (2500) and USPVX (2500) have matching initial minimum investment requirements. USPVX annual gain was more profitable for investors over the last year : 8.98 vs. DODGX (6.76). USPVX return over 5 years is better than : 86.32 vs. DODGX (75.02).
DODGXUSPVXDODGX / USPVX
Total Expense Ratio0.511.4036%
Annual Report Gross Expense Ratio0.511.6830%
Fund Existence61 years15 years-
Gain YTD7.9616.127130%
Front LoadN/A6%-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets117B82.7M141,475%
Annual Yield % from dividends1.380.00-
Returns for 1 year6.768.9875%
Returns for 3 years30.7741.0075%
Returns for 5 years75.0286.3287%
Returns for 10 years62.92128.7749%
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