Ad is loading...
DODGX vs USPFX
DODGX vs USPFX Comparison
Open Charts DODGX vs USPFX
Union Street Partners Value Advisor
Price$31.17
Change+$0.28 (+0.91%)
VolumeN/A
Net Assets78.48M
DODGX vs USPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. USPFX commentary
Jan 19, 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 StrongBuy and USPFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. USPFX (78.5M). 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 : 12.18 vs. USPFX (8.87). USPFX return over 5 years is better than : 58.21 vs. DODGX (40.17).
| 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 | 3.702 | 0.743 | 498% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 78.5M | 142,675% |
| Annual Yield % from dividends | 1.36 | 0.82 | 166% |
| Returns for 1 year | 12.18 | 8.87 | 137% |
| Returns for 3 years | 8.58 | 15.33 | 56% |
| Returns for 5 years | 40.17 | 58.21 | 69% |
| Returns for 10 years | 61.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...