DOXGX
Price
$274.57
Change
+$1.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
USPCX
Price
$30.18
Change
+$0.16 (+0.53%)
Updated
Jul 3 closing price
Net Assets
81.45M
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DOXGX vs USPCX

Header iconDOXGX vs USPCX Comparison
Open Charts DOXGX vs USPCXBanner chart's image
Dodge & Cox Stock X
Price$274.57
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets113.58B
Union Street Partners Value C
Price$30.18
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets81.45M
DOXGX vs USPCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. USPCX (81.4M). DOXGX pays higher dividends than USPCX: DOXGX (1.47) vs USPCX (0.00). DOXGX was incepted earlier than USPCX: DOXGX (3 years) vs USPCX (14 years). USPCX (2.45) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. USPCX (7.18). DOXGX (2500) and USPCX (2500) have matching initial minimum investment requirements. DOXGX annual gain was more profitable for investors over the last year : 8.43 vs. USPCX (5.12).
DOXGXUSPCXDOXGX / USPCX
Total Expense Ratio0.412.1519%
Annual Report Gross Expense Ratio0.462.4519%
Fund Existence3 years14 years-
Gain YTD7.6994.141186%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets114B81.4M140,049%
Annual Yield % from dividends1.470.00-
Returns for 1 year8.435.12165%
Returns for 3 years32.2537.6286%
Returns for 5 yearsN/A77.63-
Returns for 10 yearsN/A108.41-
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