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USPVX vs VIVIX
USPVX vs VIVIX Comparison
Open Charts USPVX vs VIVIX
Union Street Partners Value A
Price$29.58
Change-$0.80 (-2.63%)
VolumeN/A
Net Assets75.4M
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
USPVX vs VIVIX Comparison Chart
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USPVX vs. VIVIX commentary
Jun 16, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. USPVX (75.4M). VIVIX pays higher dividends than USPVX: VIVIX (2.29) vs USPVX (0.00). USPVX was incepted earlier than VIVIX: USPVX (14 years) vs VIVIX (27 years). USPVX (1.68) is less costly to investors than VIVIX (0.04). VIVIX is a more actively managed with annual turnover of: 9.00 vs. USPVX (7.18). USPVX has a lower initial minimum investment than VIVIX: USPVX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. USPVX (0.03). VIVIX (72.56) and USPVX (72.12) have equivalent 5 years return.
| USPVX | VIVIX | USPVX / VIVIX | |
| Total Expense Ratio | 1.40 | 0.04 | 3,500% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,200% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -3.080 | 2.452 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 2.29 | - |
| Returns for 1 year | 0.03 | 8.01 | 0% |
| Returns for 3 years | 30.63 | 32.19 | 95% |
| Returns for 5 years | 72.12 | 72.56 | 99% |
| Returns for 10 years | 104.26 | 103.54 | 101% |
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