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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
Union Street Partners Value A
Price$34.32
Change+$1.17 (+3.53%)
VolumeN/A
Net Assets87.59M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. USPVX (87.6M). DODGX pays higher dividends than USPVX: DODGX (1.30) vs USPVX (0.63). 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 (12.93). DODGX (2500) and USPVX (2500) have matching initial minimum investment requirements. USPVX annual gain was more profitable for investors over the last year : 12.07 vs. DODGX (1.19). USPVX return over 5 years is better than : 56.01 vs. DODGX (41.75).
| DODGX | USPVX | DODGX / USPVX | |
| Total Expense Ratio | 0.51 | 1.40 | 36% |
| Annual Report Gross Expense Ratio | 0.51 | 1.68 | 30% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 1.929 | 2.295 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 87.6M | 135,845% |
| Annual Yield % from dividends | 1.30 | 0.63 | 207% |
| Returns for 1 year | 1.19 | 12.07 | 10% |
| Returns for 3 years | 22.46 | 30.61 | 73% |
| Returns for 5 years | 41.75 | 56.01 | 75% |
| Returns for 10 years | 99.42 | 181.87 | 55% |
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