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USPVX vs VIVIX
USPVX vs VIVIX Comparison
Open Charts USPVX vs VIVIX
Union Street Partners Value A
Price$32.65
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets83.5M
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
USPVX vs VIVIX Comparison Chart in %
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USPVX vs. VIVIX commentary
Sep 09, 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 Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. USPVX (83.5M). VIVIX pays higher dividends than USPVX: VIVIX (2.11) 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). USPVX annual gain was more profitable for investors over the last year : 11.93 vs. VIVIX (8.92). USPVX return over 5 years is better than : 78.57 vs. VIVIX (70.91).
| 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 | 6.979 | 7.669 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 203B | 0% |
| Annual Yield % from dividends | 0.00 | 2.11 | - |
| Returns for 1 year | 11.93 | 8.92 | 134% |
| Returns for 3 years | 38.21 | 31.77 | 120% |
| Returns for 5 years | 78.57 | 70.91 | 111% |
| Returns for 10 years | 144.23 | 132.77 | 109% |
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