DODGX
Price
$273.36
Change
-$1.99 (-0.72%)
Updated
Jul 28 closing price
Net Assets
117.42B
USPFX
Price
$32.88
Change
+$0.01 (+0.03%)
Updated
Jul 28 closing price
Net Assets
82.69M
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DODGX vs USPFX

Header iconDODGX vs USPFX Comparison
Open Charts DODGX vs USPFXBanner chart's image
Dodge & Cox Stock I
Price$273.36
Change-$1.99 (-0.72%)
VolumeN/A
Net Assets117.42B
Union Street Partners Value Advisor
Price$32.88
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets82.69M
DODGX vs USPFX Comparison Chart in %
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DODGX vs. USPFX commentary
Jul 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. USPFX (82.7M). DODGX pays higher dividends than USPFX: DODGX (1.38) vs USPFX (0.17). DODGX was incepted earlier than USPFX: DODGX (61 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. USPFX (7.18). DODGX (2500) and USPFX (2500) have matching initial minimum investment requirements. USPFX annual gain was more profitable for investors over the last year : 8.09 vs. DODGX (4.11). USPFX return over 5 years is better than : 87.46 vs. DODGX (72.07).
DODGXUSPFXDODGX / USPFX
Total Expense Ratio0.511.1544%
Annual Report Gross Expense Ratio0.511.5533%
Fund Existence61 years9 years-
Gain YTD7.1816.270115%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets117B82.7M141,475%
Annual Yield % from dividends1.380.17813%
Returns for 1 year4.118.0951%
Returns for 3 years26.1337.3470%
Returns for 5 years72.0787.4682%
Returns for 10 years60.75N/A-
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