DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
USPVX
Price
$31.94
Change
+$0.17 (+0.54%)
Updated
Jul 3 closing price
Net Assets
81.45M
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Union Street Partners Value A
Price$31.94
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets81.45M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX commentary
Jul 06, 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: 114B vs. USPVX (81.4M). 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. DODGX annual gain was more profitable for investors over the last year : 8.33 vs. USPVX (6.01). USPVX return over 5 years is better than : 84.26 vs. DODGX (79.15).
DODGXUSPVXDODGX / USPVX
Total Expense Ratio0.511.4036%
Annual Report Gross Expense Ratio0.511.6830%
Fund Existence61 years15 years-
Gain YTD7.6474.653164%
Front LoadN/A6%-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets114B81.4M140,049%
Annual Yield % from dividends1.380.00-
Returns for 1 year8.336.01139%
Returns for 3 years31.9340.8678%
Returns for 5 years79.1584.2694%
Returns for 10 years63.83124.6951%
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