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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$27.66
Change-$2.02 (-6.81%)
VolumeN/A
Net Assets74.48M
DODGX vs USPFX Comparison Chart
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DODGX vs. USPFX commentary
Apr 05, 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 Hold and USPFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. USPFX (74.5M). DODGX pays higher dividends than USPFX: DODGX (1.40) vs USPFX (0.18). DODGX was incepted earlier than USPFX: DODGX (60 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: 12.00 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 : 4.81 vs. USPFX (-4.00). DODGX (114.52) and USPFX (112.12) have equivalent 5 years return.
| DODGX | USPFX | DODGX / USPFX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.55 | 33% |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 3.048 | -4.072 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 74.5M | 159,732% |
| Annual Yield % from dividends | 1.40 | 0.18 | 769% |
| Returns for 1 year | 4.81 | -4.00 | -120% |
| Returns for 3 years | 10.60 | 10.25 | 103% |
| Returns for 5 years | 114.52 | 112.12 | 102% |
| Returns for 10 years | 57.85 | N/A | - |
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