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USPFX vs VIVAX
USPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAX
Union Street Partners Value Advisor
Price$32.41
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets81.45M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
USPFX vs VIVAX Comparison Chart in %
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USPFX vs. VIVAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is USPFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. USPFX (81.4M). VIVAX pays higher dividends than USPFX: VIVAX (2.06) vs USPFX (0.17). USPFX was incepted earlier than VIVAX: USPFX (9 years) vs VIVAX (33 years). USPFX (1.55) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. USPFX (7.18). USPFX has a lower initial minimum investment than VIVAX: USPFX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. USPFX (6.27). USPFX return over 5 years is better than : 86.88 vs. VIVAX (80.14).
| USPFX | VIVAX | USPFX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.55 | 0.17 | 912% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 4.751 | 6.209 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 189B | 0% |
| Annual Yield % from dividends | 0.17 | 2.06 | 8% |
| Returns for 1 year | 6.27 | 12.04 | 52% |
| Returns for 3 years | 41.90 | 35.16 | 119% |
| Returns for 5 years | 86.88 | 80.14 | 108% |
| Returns for 10 years | N/A | 115.74 | - |
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