DODGX
Price
$254.85
Change
-$19.53 (-7.12%)
Updated
Dec 18 closing price
USPCX
Price
$28.71
Change
-$0.78 (-2.64%)
Updated
Dec 18 closing price
Ad is loading...

DODGX vs USPCX

Header iconDODGX vs USPCX Comparison
Open Charts DODGX vs USPCXBanner chart's image
Dodge & Cox Stock I
Price$254.85
Change-$19.53 (-7.12%)
VolumeN/A
CapitalizationN/A
Union Street Partners Value C
Price$28.71
Change-$0.78 (-2.64%)
VolumeN/A
CapitalizationN/A
DODGX vs USPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. USPCX commentary
Dec 19, 2024

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 DODGX is a Hold and USPCX is a Hold.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. USPCX (79.2M). DODGX pays higher dividends than USPCX: DODGX (1.36) vs USPCX (0.00). DODGX was incepted earlier than USPCX: DODGX (60 years) vs USPCX (14 years). DODGX is a more actively managed with annual turnover of: 12.00 vs. USPCX (5.36). DODGX (2500) and USPCX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 15.24 vs. USPCX (7.35). USPCX return over 5 years is better than : 54.64 vs. DODGX (48.97).
DODGXUSPCXDODGX / USPCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years14 years-
Gain YTD13.9806.270223%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets120B79.2M151,515%
Annual Yield % from dividends1.360.00-
Returns for 1 year15.247.35207%
Returns for 3 years15.7816.7994%
Returns for 5 years48.9754.6490%
Returns for 10 years60.47103.8858%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NMG1.440.12
+9.09%
Nouveau Monde Graphite
LPLA329.40-0.37
-0.11%
LPL Financial Holdings
CHEK0.61N/A
-0.65%
Check-Cap Ltd
IBOC67.80-1.35
-1.95%
International Bancshares Corp
REPL11.72-0.76
-6.09%
Replimune Group