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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$29.31
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets73.21M
DODGX vs USPFX Comparison Chart
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DODGX vs. USPFX commentary
May 10, 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: 110B vs. USPFX (73.2M). DODGX pays higher dividends than USPFX: DODGX (1.45) vs USPFX (0.19). 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: 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 : 1.38 vs. USPFX (-2.36). USPFX return over 5 years is better than : 83.16 vs. DODGX (75.63).
| 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 | 0.001 | -5.301 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 73.2M | 150,273% |
| Annual Yield % from dividends | 1.45 | 0.19 | 762% |
| Returns for 1 year | 1.38 | -2.36 | -58% |
| Returns for 3 years | 18.04 | 20.51 | 88% |
| Returns for 5 years | 75.63 | 83.16 | 91% |
| Returns for 10 years | 50.43 | N/A | - |