DODGX
Price
$268.60
Change
+$2.45 (+0.92%)
Updated
Jun 26 closing price
Net Assets
113.58B
USPCX
Price
$29.17
Change
+$0.32 (+1.11%)
Updated
Jun 26 closing price
Net Assets
77.87M
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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$268.60
Change+$2.45 (+0.92%)
VolumeN/A
Net Assets113.58B
Union Street Partners Value C
Price$29.17
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets77.87M
DODGX vs USPCX Comparison Chart in %
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DODGX vs. USPCX commentary
Jun 27, 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: 114B vs. USPCX (77.9M). DODGX pays higher dividends than USPCX: DODGX (1.40) 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 : 6.05 vs. USPCX (2.46). DODGX return over 5 years is better than : 81.82 vs. USPCX (77.22).
DODGXUSPCXDODGX / USPCX
Total Expense Ratio0.512.1524%
Annual Report Gross Expense Ratio0.512.4521%
Fund Existence61 years14 years-
Gain YTD5.3150.656811%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets114B77.9M146,341%
Annual Yield % from dividends1.400.00-
Returns for 1 year6.052.46246%
Returns for 3 years26.8530.2889%
Returns for 5 years81.8277.22106%
Returns for 10 years60.17101.1659%
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