Ad is loading...
DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$30.57
Change-$0.33 (-1.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DODGX vs USPFX Comparison Chart
Loading...
DODGX vs. USPFX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B 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 (8 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 : 20.73 vs. USPFX (15.65). USPFX return over 5 years is better than : 74.69 vs. DODGX (50.19).
| DODGX | USPFX | DODGX / USPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 8 years | - |
| Gain YTD | 12.733 | 5.174 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 78.3M | 148,148% |
| Annual Yield % from dividends | 1.36 | 0.82 | 166% |
| Returns for 1 year | 20.73 | 15.65 | 132% |
| Returns for 3 years | 20.35 | 26.85 | 76% |
| Returns for 5 years | 50.19 | 74.69 | 67% |
| Returns for 10 years | 58.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIPIX | 72.23 | N/A | N/A |
| ProFunds Biotechnology UltraSector Inv | |||
| BLNIX | 14.53 | N/A | N/A |
| Meeder Balanced Institutional | |||
| GFAFX | 76.19 | -0.14 | -0.18% |
| American Funds Growth Fund of Amer F1 | |||
| LAMRX | 23.36 | -0.06 | -0.26% |
| Lord Abbett Dividend Growth R3 | |||
| WILIX | 21.13 | -0.10 | -0.47% |
| William Blair International Ldrs I | |||