DODGX
Price
$268.12
Change
+$2.43 (+0.91%)
Updated
Aug 8 closing price
Net Assets
116.17B
USPCX
Price
$30.48
Change
+$0.23 (+0.76%)
Updated
Aug 8 closing price
Net Assets
81.61M
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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$268.12
Change+$2.43 (+0.91%)
VolumeN/A
Net Assets116.17B
Union Street Partners Value C
Price$30.48
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets81.61M
DODGX vs USPCX Comparison Chart in %
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DODGX vs. USPCX commentary
Aug 10, 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: 116B vs. USPCX (81.6M). DODGX pays higher dividends than USPCX: DODGX (1.39) 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. USPCX annual gain was more profitable for investors over the last year : 10.84 vs. DODGX (4.87). USPCX return over 5 years is better than : 71.91 vs. DODGX (65.95).
DODGXUSPCXDODGX / USPCX
Total Expense Ratio0.512.1524%
Annual Report Gross Expense Ratio0.512.4521%
Fund Existence61 years14 years-
Gain YTD5.1265.17699%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets116B81.6M142,157%
Annual Yield % from dividends1.390.00-
Returns for 1 year4.8710.8445%
Returns for 3 years23.6133.2271%
Returns for 5 years65.9571.9192%
Returns for 10 years59.37112.3753%
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