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USPVX vs VVIAX
USPVX vs VVIAX Comparison
Open Charts USPVX vs VVIAX
Union Street Partners Value A
Price$31.94
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets81.45M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
USPVX vs VVIAX Comparison Chart in %
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USPVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. USPVX (81.4M). VVIAX pays higher dividends than USPVX: VVIAX (2.18) 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 : 12.03 vs. USPVX (6.01). USPVX return over 5 years is better than : 84.26 vs. VVIAX (80.13).
| 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 | 4.653 | 6.198 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 2.18 | - |
| Returns for 1 year | 6.01 | 12.03 | 50% |
| Returns for 3 years | 40.86 | 35.17 | 116% |
| Returns for 5 years | 84.26 | 80.13 | 105% |
| Returns for 10 years | 124.69 | 115.67 | 108% |
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