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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Union Street Partners Value A
Price$32.74
Change-$0.23 (-0.70%)
VolumeN/A
Net Assets84.12M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX 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 USPVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. USPVX (84.1M). DODGX pays higher dividends than USPVX: DODGX (1.34) vs USPVX (0.00). DODGX was incepted earlier than USPVX: DODGX (61 years) vs USPVX (15 years). USPVX (1.68) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. USPVX (7.18). DODGX (2500) and USPVX (2500) have matching initial minimum investment requirements. USPVX annual gain was more profitable for investors over the last year : 11.46 vs. DODGX (5.41). USPVX return over 5 years is better than : 77.26 vs. DODGX (69.42).
| DODGX | USPVX | DODGX / USPVX | |
| Total Expense Ratio | 0.51 | 1.40 | 36% |
| Annual Report Gross Expense Ratio | 0.51 | 1.68 | 30% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 9.220 | 8.028 | 115% |
| Front Load | N/A | 6% | - |
| 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 | 0.00 | - |
| Returns for 1 year | 5.41 | 11.46 | 47% |
| Returns for 3 years | 34.17 | 44.46 | 77% |
| Returns for 5 years | 69.42 | 77.26 | 90% |
| Returns for 10 years | 76.40 | 145.05 | 53% |
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