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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
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.
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).
| 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 | 7.961 | 6.127 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 82.7M | 141,475% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | 6.76 | 8.98 | 75% |
| Returns for 3 years | 30.77 | 41.00 | 75% |
| Returns for 5 years | 75.02 | 86.32 | 87% |
| Returns for 10 years | 62.92 | 128.77 | 49% |
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