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DODGX vs USPCX
DODGX vs USPCX Comparison
Open Charts DODGX vs USPCX
Union Street Partners Value C
Price$25.48
Change+$0.39 (+1.55%)
VolumeN/A
Net Assets67.38M
DODGX vs USPCX Comparison Chart
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DODGX vs. USPCX commentary
Apr 12, 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 DODGX is a Hold and USPCX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. USPCX (67.4M). DODGX pays higher dividends than USPCX: DODGX (1.40) vs USPCX (0.00). DODGX was incepted earlier than USPCX: DODGX (60 years) vs USPCX (14 years). USPCX (2.45) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 12.00 vs. USPCX (7.18). DODGX (2500) and USPCX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : -3.50 vs. USPCX (-12.76). DODGX return over 5 years is better than : 70.58 vs. USPCX (61.14).
| DODGX | USPCX | DODGX / USPCX | |
| Total Expense Ratio | 0.51 | 2.15 | 24% |
| Annual Report Gross Expense Ratio | 0.51 | 2.45 | 21% |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | -6.102 | -13.423 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 67.4M | 169,139% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | -3.50 | -12.76 | 27% |
| Returns for 3 years | 2.45 | -1.65 | -149% |
| Returns for 5 years | 70.58 | 61.14 | 115% |
| Returns for 10 years | 42.06 | 71.61 | 59% |
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