USPFX
Price
$32.88
Change
+$0.01 (+0.03%)
Updated
Jul 28 closing price
Net Assets
82.69M
VIVIX
Price
$70.10
Change
-$0.34 (-0.48%)
Updated
Jul 28 closing price
Net Assets
195.18B
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USPFX vs VIVIX

Header iconUSPFX vs VIVIX Comparison
Open Charts USPFX vs VIVIXBanner chart's image
Union Street Partners Value Advisor
Price$32.88
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets82.69M
Vanguard Value Index I
Price$70.10
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
USPFX vs VIVIX Comparison Chart in %
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USPFX vs. VIVIX commentary
Jul 29, 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. USPFX (82.7M). VIVIX pays higher dividends than USPFX: VIVIX (2.19) vs USPFX (0.17). USPFX was incepted earlier than VIVIX: USPFX (9 years) vs VIVIX (27 years). USPFX (1.55) is less costly to investors than VIVIX (0.04). VIVIX is a more actively managed with annual turnover of: 9.00 vs. USPFX (7.18). USPFX has a lower initial minimum investment than VIVIX: USPFX (2500) vs VIVIX (5000000). USPFX (8.09) and VIVIX (7.77) have marching annual gain over last year. USPFX return over 5 years is better than : 87.46 vs. VIVIX (72.23).
USPFXVIVIXUSPFX / VIVIX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.550.043,875%
Fund Existence9 years27 years-
Gain YTD6.2706.215101%
Front LoadN/AN/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets82.7M195B0%
Annual Yield % from dividends0.172.198%
Returns for 1 year8.097.77104%
Returns for 3 years37.3429.94125%
Returns for 5 years87.4672.23121%
Returns for 10 yearsN/A114.03-
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