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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Union Street Partners Value A
Price$32.65
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets83.5M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. USPVX (83.5M). DODGX pays higher dividends than USPVX: DODGX (1.34) 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 : 11.93 vs. DODGX (6.72). USPVX return over 5 years is better than : 78.57 vs. DODGX (71.26).
| 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 | 8.875 | 6.979 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 83.5M | 144,910% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 6.72 | 11.93 | 56% |
| Returns for 3 years | 28.65 | 38.21 | 75% |
| Returns for 5 years | 71.26 | 78.57 | 91% |
| Returns for 10 years | 77.37 | 144.23 | 54% |
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