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USPVX vs VIVAX
USPVX vs VIVAX Comparison
Open Charts USPVX vs VIVAX
Union Street Partners Value A
Price$32.65
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets83.5M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
USPVX vs VIVAX Comparison Chart in %
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USPVX vs. VIVAX commentary
Sep 09, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. USPVX (83.5M). VIVAX pays higher dividends than USPVX: VIVAX (1.99) 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 : 11.93 vs. VIVAX (8.93). USPVX return over 5 years is better than : 78.57 vs. VIVAX (70.93).
| 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 | 6.979 | 7.648 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 203B | 0% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | 11.93 | 8.93 | 134% |
| Returns for 3 years | 38.21 | 31.79 | 120% |
| Returns for 5 years | 78.57 | 70.93 | 111% |
| Returns for 10 years | 144.23 | 132.80 | 109% |
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