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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Union Street Partners Value A
Price$34.42
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets88.38M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX commentary
Jan 15, 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 Hold and USPVX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. USPVX (88.4M). DODGX pays higher dividends than USPVX: DODGX (1.32) vs USPVX (0.64). 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 : 15.59 vs. DODGX (5.75). USPVX return over 5 years is better than : 59.53 vs. DODGX (41.71).
| 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 | 2.170 | 2.593 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 88.4M | 134,615% |
| Annual Yield % from dividends | 1.32 | 0.64 | 206% |
| Returns for 1 year | 5.75 | 15.59 | 37% |
| Returns for 3 years | 25.64 | 33.75 | 76% |
| Returns for 5 years | 41.71 | 59.53 | 70% |
| Returns for 10 years | 98.90 | 183.58 | 54% |
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