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DOXGX vs USPVX
DOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVX
Union Street Partners Value A
Price$32.65
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets83.5M
DOXGX vs USPVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 121B vs. USPVX (83.5M). DOXGX pays higher dividends than USPVX: DOXGX (1.43) vs USPVX (0.00). DOXGX was incepted earlier than USPVX: DOXGX (3 years) vs USPVX (15 years). USPVX (1.68) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. USPVX (7.18). DOXGX (2500) and USPVX (2500) have matching initial minimum investment requirements. USPVX annual gain was more profitable for investors over the last year : 11.93 vs. DOXGX (6.82).
| DOXGX | USPVX | DOXGX / USPVX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.46 | 1.68 | 27% |
| Fund Existence | 3 years | 15 years | - |
| Gain YTD | 8.946 | 6.979 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 83.5M | 144,910% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 6.82 | 11.93 | 57% |
| Returns for 3 years | 28.96 | 38.21 | 76% |
| Returns for 5 years | N/A | 78.57 | - |
| Returns for 10 years | N/A | 144.23 | - |
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