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USPVX vs VIVAX
USPVX vs VIVAX Comparison
Open Charts USPVX vs VIVAX
Union Street Partners Value A
Price$32.39
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets82.69M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
USPVX vs VIVAX Comparison Chart in %
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USPVX vs. VIVAX commentary
Jul 27, 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: 195B vs. USPVX (82.7M). VIVAX pays higher dividends than USPVX: VIVAX (2.06) 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). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. USPVX (8.98). USPVX return over 5 years is better than : 86.32 vs. VIVAX (74.87).
| 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 | 6.127 | 6.724 | 91% |
| Front Load | 6% | 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 | 0.00 | 2.06 | - |
| Returns for 1 year | 8.98 | 9.76 | 92% |
| Returns for 3 years | 41.00 | 34.31 | 119% |
| Returns for 5 years | 86.32 | 74.87 | 115% |
| Returns for 10 years | 128.77 | 116.32 | 111% |
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