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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$31.62
Change-$0.40 (-1.25%)
VolumeN/A
Net Assets79.77M
DODGX vs USPFX Comparison Chart
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DODGX vs. USPFX commentary
Feb 23, 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 USPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. USPFX (79.8M). DODGX pays higher dividends than USPFX: DODGX (1.36) vs USPFX (0.82). DODGX was incepted earlier than USPFX: DODGX (60 years) vs USPFX (9 years). DODGX is a more actively managed with annual turnover of: 12.00 vs. USPFX (5.36). DODGX (2500) and USPFX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 10.52 vs. USPFX (5.79). USPFX return over 5 years is better than : 65.08 vs. DODGX (45.00).
| DODGX | USPFX | DODGX / USPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 5.926 | 3.491 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 79.8M | 147,870% |
| Annual Yield % from dividends | 1.36 | 0.82 | 166% |
| Returns for 1 year | 10.52 | 5.79 | 182% |
| Returns for 3 years | 15.92 | 22.57 | 71% |
| Returns for 5 years | 45.00 | 65.08 | 69% |
| Returns for 10 years | 57.97 | N/A | - |
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