DODGX
Price
$272.42
Change
-$3.62 (-1.31%)
Updated
Feb 21 closing price
Net Assets
118.19B
USPCX
Price
$29.57
Change
-$0.38 (-1.27%)
Updated
Feb 21 closing price
Net Assets
79.77M
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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$272.42
Change-$3.62 (-1.31%)
VolumeN/A
Net Assets118.19B
Union Street Partners Value C
Price$29.57
Change-$0.38 (-1.27%)
VolumeN/A
Net Assets79.77M
DODGX vs USPCX Comparison Chart
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DODGX vs. USPCX commentary
Feb 23, 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 Buy and USPCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. USPCX (79.8M). 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 : 10.52 vs. USPCX (4.76). USPCX return over 5 years is better than : 56.97 vs. DODGX (45.00).
DODGXUSPCXDODGX / USPCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years14 years-
Gain YTD5.9263.347177%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets118B79.8M147,870%
Annual Yield % from dividends1.360.00-
Returns for 1 year10.524.76221%
Returns for 3 years15.9218.9984%
Returns for 5 years45.0056.9779%
Returns for 10 years57.97102.9356%
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