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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$31.04
Change-$0.15 (-0.48%)
VolumeN/A
CapitalizationN/A
DODGX vs USPFX Comparison Chart
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DODGX vs. USPFX commentary
Nov 18, 2024
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 StrongBuy and USPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. USPFX (78.3M). 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 : 24.42 vs. USPFX (12.67). USPFX return over 5 years is better than : 65.43 vs. DODGX (48.65).
| 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 | 16.610 | 5.650 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 78.3M | 146,871% |
| Annual Yield % from dividends | 1.36 | 0.82 | 166% |
| Returns for 1 year | 24.42 | 12.67 | 193% |
| Returns for 3 years | 15.52 | 15.10 | 103% |
| Returns for 5 years | 48.65 | 65.43 | 74% |
| Returns for 10 years | 63.21 | N/A | - |
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