USPFX
Price
$32.41
Change
+$0.18 (+0.56%)
Updated
Jul 3 closing price
Net Assets
81.45M
VIVIX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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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$32.41
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets81.45M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
USPFX vs VIVIX Comparison Chart in %
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USPFX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. USPFX (81.4M). 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). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. USPFX (6.27). USPFX return over 5 years is better than : 86.88 vs. VIVIX (80.14).
USPFXVIVIXUSPFX / VIVIX
Total Expense Ratio1.150.042,875%
Annual Report Gross Expense Ratio1.550.043,875%
Fund Existence9 years27 years-
Gain YTD4.7516.21576%
Front LoadN/AN/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets81.4M189B0%
Annual Yield % from dividends0.172.198%
Returns for 1 year6.2712.0552%
Returns for 3 years41.9035.17119%
Returns for 5 years86.8880.14108%
Returns for 10 yearsN/A115.68-
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