DODGX
Price
$266.70
Change
+$1.93 (+0.73%)
Updated
Jan 17 closing price
Net Assets
111.65B
USPCX
Price
$29.18
Change
+$0.26 (+0.90%)
Updated
Jan 17 closing price
Net Assets
78.48M
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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$266.70
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets111.65B
Union Street Partners Value C
Price$29.18
Change+$0.26 (+0.90%)
VolumeN/A
Net Assets78.48M
DODGX vs USPCX Comparison Chart
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DODGX vs. USPCX commentary
Jan 19, 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 StrongBuy and USPCX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. USPCX (78.5M). 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 : 12.18 vs. USPCX (7.79). USPCX return over 5 years is better than : 50.41 vs. DODGX (40.17).
DODGXUSPCXDODGX / USPCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years14 years-
Gain YTD3.7020.690536%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets112B78.5M142,675%
Annual Yield % from dividends1.360.00-
Returns for 1 year12.187.79156%
Returns for 3 years8.5811.9372%
Returns for 5 years40.1750.4180%
Returns for 10 years61.82110.1456%
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