DODGX
Price
$269.50
Change
+$0.90 (+0.34%)
Updated
Jul 16 closing price
Net Assets
117.42B
USPCX
Price
$29.79
Change
+$0.05 (+0.17%)
Updated
Jul 16 closing price
Net Assets
80.23M
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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$269.50
Change+$0.90 (+0.34%)
VolumeN/A
Net Assets117.42B
Union Street Partners Value C
Price$29.79
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets80.23M
DODGX vs USPCX Comparison Chart in %
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DODGX vs. USPCX commentary
Jul 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. USPCX (80.2M). DODGX pays higher dividends than USPCX: DODGX (1.38) vs USPCX (0.00). DODGX was incepted earlier than USPCX: DODGX (61 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: 15.00 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 : 2.82 vs. USPCX (1.78). USPCX (72.20) and DODGX (71.90) have equivalent 5 years return.
DODGXUSPCXDODGX / USPCX
Total Expense Ratio0.512.1524%
Annual Report Gross Expense Ratio0.512.4521%
Fund Existence61 years14 years-
Gain YTD5.6672.795203%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets117B80.2M145,885%
Annual Yield % from dividends1.380.00-
Returns for 1 year2.821.78159%
Returns for 3 years30.2135.5385%
Returns for 5 years71.9072.20100%
Returns for 10 years56.40101.5756%
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