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USPVX vs VVIAX
USPVX vs VVIAX Comparison
Open Charts USPVX vs VVIAX
Union Street Partners Value A
Price$29.58
Change-$0.80 (-2.63%)
VolumeN/A
Net Assets75.4M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
USPVX vs VVIAX Comparison Chart
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USPVX vs. VVIAX commentary
Jun 16, 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 (75.4M). VVIAX pays higher dividends than USPVX: VVIAX (2.28) vs USPVX (0.00). USPVX was incepted earlier than VVIAX: USPVX (14 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 : 8.01 vs. USPVX (0.03). VVIAX (72.56) and USPVX (72.12) 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 | 14 years | 25 years | - |
| Gain YTD | -3.080 | 2.436 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 2.28 | - |
| Returns for 1 year | 0.03 | 8.01 | 0% |
| Returns for 3 years | 30.63 | 32.19 | 95% |
| Returns for 5 years | 72.12 | 72.56 | 99% |
| Returns for 10 years | 104.26 | 103.54 | 101% |
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