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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$30.64
Change-$0.84 (-2.67%)
VolumeN/A
CapitalizationN/A
DODGX vs USPFX Comparison Chart
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DODGX vs. USPFX commentary
Dec 19, 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 Hold and USPFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. USPFX (79.2M). 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 : 15.24 vs. USPFX (8.47). USPFX return over 5 years is better than : 62.63 vs. DODGX (48.97).
| 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 | 13.980 | 7.329 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 79.2M | 151,515% |
| Annual Yield % from dividends | 1.36 | 0.82 | 166% |
| Returns for 1 year | 15.24 | 8.47 | 180% |
| Returns for 3 years | 15.78 | 20.32 | 78% |
| Returns for 5 years | 48.97 | 62.63 | 78% |
| Returns for 10 years | 60.47 | N/A | - |
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