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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$32.41
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets81.45M
DODGX vs USPFX Comparison Chart in %
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DODGX vs. USPFX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. USPFX (81.4M). 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. DODGX annual gain was more profitable for investors over the last year : 8.33 vs. USPFX (6.27). USPFX return over 5 years is better than : 86.88 vs. DODGX (79.15).
| DODGX | USPFX | DODGX / USPFX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.55 | 33% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 7.647 | 4.751 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 81.4M | 140,049% |
| Annual Yield % from dividends | 1.38 | 0.17 | 813% |
| Returns for 1 year | 8.33 | 6.27 | 133% |
| Returns for 3 years | 31.93 | 41.90 | 76% |
| Returns for 5 years | 79.15 | 86.88 | 91% |
| Returns for 10 years | 63.83 | N/A | - |
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