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USPVX vs VIVAX
USPVX vs VIVAX Comparison
Open Charts USPVX vs VIVAX
Union Street Partners Value A
Price$34.32
Change+$1.17 (+3.53%)
VolumeN/A
Net Assets87.59M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
USPVX vs VIVAX Comparison Chart in %
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USPVX vs. VIVAX commentary
Feb 05, 2026
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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. USPVX (87.6M). VIVAX pays higher dividends than USPVX: VIVAX (1.84) vs USPVX (0.63). 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). USPVX is a more actively managed with annual turnover of: 12.93 vs. VIVAX (9.00). 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 : 15.07 vs. USPVX (12.07). VIVAX return over 5 years is better than : 66.25 vs. USPVX (56.01).
| 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 | 2.295 | 5.998 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.6M | 218B | 0% |
| Annual Yield % from dividends | 0.63 | 1.84 | 34% |
| Returns for 1 year | 12.07 | 15.07 | 80% |
| Returns for 3 years | 30.61 | 41.03 | 75% |
| Returns for 5 years | 56.01 | 66.25 | 85% |
| Returns for 10 years | 181.87 | 167.20 | 109% |
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