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DOXGX vs USPVX
DOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVX
Union Street Partners Value A
Price$34.42
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets88.38M
DOXGX vs USPVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. USPVX (88.4M). DOXGX pays higher dividends than USPVX: DOXGX (1.38) vs USPVX (0.64). 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 (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 : 15.59 vs. DOXGX (5.87).
| 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 | 2.230 | 2.593 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 88.4M | 134,615% |
| Annual Yield % from dividends | 1.38 | 0.64 | 216% |
| Returns for 1 year | 5.87 | 15.59 | 38% |
| Returns for 3 years | 26.04 | 33.75 | 77% |
| Returns for 5 years | N/A | 59.53 | - |
| Returns for 10 years | N/A | 183.58 | - |
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