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DODGX
Price
$280.71
Change
-$1.97 (-0.70%)
Updated
Nov 15 closing price
USPCX
Price
$29.06
Change
-$0.14 (-0.48%)
Updated
Nov 15 closing price
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DODGX vs USPCX

Header iconDODGX vs USPCX Comparison
Open Charts DODGX vs USPCXBanner chart's image
Dodge & Cox Stock I
Price$280.71
Change-$1.97 (-0.70%)
VolumeN/A
CapitalizationN/A
Union Street Partners Value C
Price$29.06
Change-$0.14 (-0.48%)
VolumeN/A
CapitalizationN/A
DODGX vs USPCX Comparison Chart
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DODGX vs. USPCX commentary
Nov 18, 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 StrongBuy and USPCX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. USPCX (78.3M). 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 : 24.42 vs. USPCX (11.55). USPCX return over 5 years is better than : 57.35 vs. DODGX (48.65).
DODGXUSPCXDODGX / USPCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years14 years-
Gain YTD16.6104.721352%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets115B78.3M146,871%
Annual Yield % from dividends1.360.00-
Returns for 1 year24.4211.55211%
Returns for 3 years15.5211.73132%
Returns for 5 years48.6557.3585%
Returns for 10 years63.2197.6665%
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