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DOXGX vs USPVX
DOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVX
Dodge & Cox Stock X
Price$16.91
Change-$261.37 (-93.92%)
VolumeN/A
Net Assets119.13B
Union Street Partners Value A
Price$34.32
Change+$1.17 (+3.53%)
VolumeN/A
Net Assets87.59M
DOXGX vs USPVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. USPVX (87.6M). DOXGX pays higher dividends than USPVX: DOXGX (1.39) vs USPVX (0.63). DOXGX was incepted earlier than USPVX: DOXGX (4 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 (12.93). DOXGX (2500) and USPVX (2500) have matching initial minimum investment requirements. USPVX annual gain was more profitable for investors over the last year : 12.07 vs. DOXGX (1.24).
| DOXGX | USPVX | DOXGX / USPVX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.46 | 1.68 | 27% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 1.929 | 2.295 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 87.6M | 135,845% |
| Annual Yield % from dividends | 1.39 | 0.63 | 222% |
| Returns for 1 year | 1.24 | 12.07 | 10% |
| Returns for 3 years | 22.76 | 30.61 | 74% |
| Returns for 5 years | N/A | 56.01 | - |
| Returns for 10 years | N/A | 181.87 | - |
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