DODGX
Price
$272.32
Change
-$2.01 (-0.73%)
Updated
Sep 20 closing price
USPCX
Price
$28.66
Change
-$0.32 (-1.10%)
Updated
Sep 20 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$272.32
Change-$2.01 (-0.73%)
VolumeN/A
CapitalizationN/A
Union Street Partners Value C
Price$28.66
Change-$0.32 (-1.10%)
VolumeN/A
CapitalizationN/A
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DODGX vs USPCX Comparison Chart
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VS
DODGX vs. USPCX commentary
Sep 21, 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 Buy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B 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 (13 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 : 20.73 vs. USPCX (14.55). USPCX return over 5 years is better than : 66.20 vs. DODGX (50.19).
DODGXUSPCXDODGX / USPCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years13 years-
Gain YTD12.7334.432287%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets116B78.3M148,148%
Annual Yield % from dividends1.360.00-
Returns for 1 year20.7314.55143%
Returns for 3 years20.3523.1688%
Returns for 5 years50.1966.2076%
Returns for 10 years58.4196.1961%
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