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USPVX vs VVIAX
USPVX vs VVIAX Comparison
Open Charts USPVX vs VVIAX
Union Street Partners Value A
Price$32.65
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets83.5M
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
USPVX vs VVIAX Comparison Chart in %
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USPVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. USPVX (83.5M). VVIAX pays higher dividends than USPVX: VVIAX (2.10) vs USPVX (0.00). USPVX was incepted earlier than VVIAX: USPVX (15 years) vs VVIAX (25 years). USPVX (1.68) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 9.00 vs. USPVX (7.18). USPVX has a lower initial minimum investment than VVIAX: USPVX (2500) vs VVIAX (3000). USPVX annual gain was more profitable for investors over the last year : 11.93 vs. VVIAX (8.94). USPVX return over 5 years is better than : 78.57 vs. VVIAX (70.93).
| USPVX | VVIAX | USPVX / VVIAX | |
| Total Expense Ratio | 1.40 | 0.05 | 2,800% |
| Annual Report Gross Expense Ratio | 1.68 | 0.05 | 3,360% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 6.979 | 7.668 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 203B | 0% |
| Annual Yield % from dividends | 0.00 | 2.10 | - |
| Returns for 1 year | 11.93 | 8.94 | 133% |
| Returns for 3 years | 38.21 | 31.79 | 120% |
| Returns for 5 years | 78.57 | 70.93 | 111% |
| Returns for 10 years | 144.23 | 132.80 | 109% |
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