Interact to see
Advertisement
Advertisement
USPVX vs VIVAX
USPVX vs VIVAX Comparison
Open Charts USPVX vs VIVAX
Union Street Partners Value A
Price$33.16
Change+$0.24 (+0.73%)
VolumeN/A
Net Assets84.19M
USPVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USPVX vs. VIVAX commentary
Oct 19, 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 USPVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. USPVX (84.2M). VIVAX pays higher dividends than USPVX: VIVAX (1.97) vs USPVX (0.00). USPVX was incepted earlier than VIVAX: USPVX (15 years) vs VIVAX (33 years). USPVX (1.68) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. USPVX (7.18). USPVX has a lower initial minimum investment than VIVAX: USPVX (2500) vs VIVAX (3000). USPVX annual gain was more profitable for investors over the last year : 8.51 vs. VIVAX (4.63). USPVX return over 5 years is better than : 78.09 vs. VIVAX (71.78).
| USPVX | VIVAX | USPVX / VIVAX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.68 | 0.17 | 988% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 8.650 | 9.738 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.2M | 208B | 0% |
| Annual Yield % from dividends | 0.00 | 1.97 | - |
| Returns for 1 year | 8.51 | 4.63 | 184% |
| Returns for 3 years | 46.12 | 42.99 | 107% |
| Returns for 5 years | 78.09 | 71.78 | 109% |
| Returns for 10 years | 136.92 | 129.45 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement