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USPFX vs VVIAX
USPFX vs VVIAX Comparison
Open Charts USPFX vs VVIAX
Union Street Partners Value Advisor
Price$32.88
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets82.69M
Vanguard Value Index Adm
Price$70.11
Change-$0.33 (-0.47%)
VolumeN/A
Net Assets195.18B
USPFX vs VVIAX Comparison Chart in %
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USPFX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. USPFX (82.7M). VVIAX pays higher dividends than USPFX: VVIAX (2.18) vs USPFX (0.17). USPFX was incepted earlier than VVIAX: USPFX (9 years) vs VVIAX (25 years). USPFX (1.55) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. USPFX (7.18). USPFX has a lower initial minimum investment than VVIAX: USPFX (2500) vs VVIAX (3000). USPFX (8.09) and VVIAX (7.76) have marching annual gain over last year. USPFX return over 5 years is better than : 87.46 vs. VVIAX (72.26).
| USPFX | VVIAX | USPFX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.55 | 0.05 | 3,100% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.270 | 6.214 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 195B | 0% |
| Annual Yield % from dividends | 0.17 | 2.18 | 8% |
| Returns for 1 year | 8.09 | 7.76 | 104% |
| Returns for 3 years | 37.34 | 29.96 | 125% |
| Returns for 5 years | 87.46 | 72.26 | 121% |
| Returns for 10 years | N/A | 114.06 | - |
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