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USPVX vs VVIAX
USPVX vs VVIAX Comparison
Open Charts USPVX vs VVIAX
Union Street Partners Value A
Price$33.60
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets86.54M
Vanguard Value Index Adm
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
USPVX vs VVIAX Comparison Chart in %
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USPVX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. USPVX (86.5M). VVIAX pays higher dividends than USPVX: VVIAX (2.04) 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). VVIAX annual gain was more profitable for investors over the last year : 10.16 vs. USPVX (5.90). VVIAX (63.70) and USPVX (61.25) have equivalent 5 years return.
| 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 | 8.879 | 14.171 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.5M | 216B | 0% |
| Annual Yield % from dividends | 0.00 | 2.04 | - |
| Returns for 1 year | 5.90 | 10.16 | 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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