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DOXGX vs USPFX
DOXGX vs USPFX Comparison
Open Charts DOXGX vs USPFX
Union Street Partners Value Advisor
Price$33.47
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets83.5M
DOXGX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. USPFX (83.5M). DOXGX pays higher dividends than USPFX: DOXGX (1.43) vs USPFX (0.16). DOXGX was incepted earlier than USPFX: DOXGX (3 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. USPFX (7.18). DOXGX (2500) and USPFX (2500) have matching initial minimum investment requirements. USPFX annual gain was more profitable for investors over the last year : 10.95 vs. DOXGX (5.29).
| DOXGX | USPFX | DOXGX / USPFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.46 | 1.55 | 30% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 9.064 | 7.434 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 83.5M | 138,922% |
| Annual Yield % from dividends | 1.43 | 0.16 | 893% |
| Returns for 1 year | 5.29 | 10.95 | 48% |
| Returns for 3 years | 34.21 | 44.54 | 77% |
| Returns for 5 years | N/A | 78.61 | - |
| Returns for 10 years | N/A | N/A | - |
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