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DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$33.47
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets84.12M
DODGX vs USPFX Comparison Chart in %
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DODGX vs. USPFX commentary
Sep 06, 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: 116B vs. USPFX (84.1M). DODGX pays higher dividends than USPFX: DODGX (1.34) vs USPFX (0.16). DODGX was incepted earlier than USPFX: DODGX (61 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. USPFX annual gain was more profitable for investors over the last year : 11.72 vs. DODGX (5.41). USPFX return over 5 years is better than : 79.85 vs. DODGX (69.42).
| DODGX | USPFX | DODGX / USPFX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.55 | 33% |
| Fund Existence | 61 years | 9 years | - |
| Gain YTD | 9.220 | 8.177 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 84.1M | 137,931% |
| Annual Yield % from dividends | 1.34 | 0.16 | 839% |
| Returns for 1 year | 5.41 | 11.72 | 46% |
| Returns for 3 years | 34.17 | 45.54 | 75% |
| Returns for 5 years | 69.42 | 79.85 | 87% |
| Returns for 10 years | 76.40 | N/A | - |
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