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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Union Street Partners Value A
Price$29.58
Change-$0.80 (-2.63%)
VolumeN/A
Net Assets75.4M
DODGX vs USPVX Comparison Chart
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DODGX vs. USPVX commentary
Jun 16, 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: 114B vs. USPVX (75.4M). DODGX pays higher dividends than USPVX: DODGX (1.40) vs USPVX (0.00). DODGX was incepted earlier than USPVX: DODGX (60 years) vs USPVX (14 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 : 5.93 vs. USPVX (0.03). DODGX (72.42) and USPVX (72.12) have equivalent 5 years return.
| DODGX | USPVX | DODGX / USPVX | |
| Total Expense Ratio | 0.51 | 1.40 | 36% |
| Annual Report Gross Expense Ratio | 0.51 | 1.68 | 30% |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | 3.642 | -3.080 | -118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 75.4M | 151,194% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | 5.93 | 0.03 | 17,529% |
| Returns for 3 years | 28.15 | 30.63 | 92% |
| Returns for 5 years | 72.42 | 72.12 | 100% |
| Returns for 10 years | 53.93 | 104.26 | 52% |
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