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USPVX vs VIVIX
USPVX vs VIVIX Comparison
Open Charts USPVX vs VIVIX
Union Street Partners Value A
Price$33.60
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets86.54M
Vanguard Value Index I
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
USPVX vs VIVIX Comparison Chart in %
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USPVX vs. VIVIX commentary
Dec 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. USPVX (86.5M). VIVIX pays higher dividends than USPVX: VIVIX (2.05) vs USPVX (0.00). USPVX was incepted earlier than VIVIX: USPVX (15 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 : 10.17 vs. USPVX (5.90). VIVIX (63.70) and USPVX (61.25) 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 | 15 years | 27 years | - |
| Gain YTD | 8.879 | 14.188 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.5M | 216B | 0% |
| Annual Yield % from dividends | 0.00 | 2.05 | - |
| Returns for 1 year | 5.90 | 10.17 | 58% |
| Returns for 3 years | 33.05 | 34.53 | 96% |
| Returns for 5 years | 61.25 | 63.70 | 96% |
| Returns for 10 years | 148.29 | 139.89 | 106% |
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