Interact to see
Advertisement
Advertisement
USPVX vs VIVIX
USPVX vs VIVIX Comparison
Open Charts USPVX vs VIVIX
Union Street Partners Value A
Price$31.94
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets81.45M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
USPVX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USPVX vs. VIVIX commentary
Jul 06, 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 (81.4M). VIVIX pays higher dividends than USPVX: VIVIX (2.19) 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 : 12.05 vs. USPVX (6.01). USPVX return over 5 years is better than : 84.26 vs. VIVIX (80.14).
| 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 | 4.653 | 6.215 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 2.19 | - |
| Returns for 1 year | 6.01 | 12.05 | 50% |
| Returns for 3 years | 40.86 | 35.17 | 116% |
| Returns for 5 years | 84.26 | 80.14 | 105% |
| Returns for 10 years | 124.69 | 115.68 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers