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USPVX vs VIVIX
USPVX vs VIVIX Comparison
Open Charts USPVX vs VIVIX
Union Street Partners Value A
Price$34.42
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets88.38M
Vanguard Value Index I
Price$77.10
Change+$0.40 (+0.52%)
VolumeN/A
Net Assets217.68B
USPVX vs VIVIX Comparison Chart in %
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USPVX vs. VIVIX commentary
Jan 15, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. USPVX (88.4M). VIVIX pays higher dividends than USPVX: VIVIX (2.04) vs USPVX (0.64). USPVX was incepted earlier than VIVIX: USPVX (15 years) vs VIVIX (28 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 (15.99) and USPVX (15.59) have marching annual gain over last year. VIVIX (62.11) and USPVX (59.53) 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 | 28 years | - |
| Gain YTD | 2.593 | 3.476 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 218B | 0% |
| Annual Yield % from dividends | 0.64 | 2.04 | 31% |
| Returns for 1 year | 15.59 | 15.99 | 98% |
| Returns for 3 years | 33.75 | 37.10 | 91% |
| Returns for 5 years | 59.53 | 62.11 | 96% |
| Returns for 10 years | 183.58 | 163.58 | 112% |
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