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USPVX vs VVIAX
USPVX vs VVIAX Comparison
Open Charts USPVX vs VVIAX
Union Street Partners Value A
Price$34.32
Change+$1.17 (+3.53%)
VolumeN/A
Net Assets87.59M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
USPVX vs VVIAX Comparison Chart in %
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USPVX vs. VVIAX commentary
Feb 04, 2026
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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. USPVX (87.6M). VVIAX pays higher dividends than USPVX: VVIAX (1.95) vs USPVX (0.63). 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). USPVX is a more actively managed with annual turnover of: 12.93 vs. VVIAX (9.00). 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 : 15.08 vs. USPVX (12.07). VVIAX return over 5 years is better than : 66.27 vs. USPVX (56.01).
| 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 | 2.295 | 5.999 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.6M | 218B | 0% |
| Annual Yield % from dividends | 0.63 | 1.95 | 32% |
| Returns for 1 year | 12.07 | 15.08 | 80% |
| Returns for 3 years | 30.61 | 41.04 | 75% |
| Returns for 5 years | 56.01 | 66.27 | 85% |
| Returns for 10 years | 181.87 | 167.18 | 109% |
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