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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Union Street Partners Value A
Price$30.13
Change-$0.33 (-1.08%)
VolumeN/A
CapitalizationN/A
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DODGX vs USPVX Comparison Chart
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DODGX vs. USPVX commentary
Sep 21, 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 StrongBuy and USPVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. USPVX (78.3M). DODGX pays higher dividends than USPVX: DODGX (1.36) vs USPVX (0.58). DODGX was incepted earlier than USPVX: DODGX (60 years) vs USPVX (14 years). DODGX is a more actively managed with annual turnover of: 12.00 vs. USPVX (5.36). DODGX (2500) and USPVX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 20.73 vs. USPVX (15.39). USPVX return over 5 years is better than : 72.24 vs. DODGX (50.19).
| DODGX | USPVX | DODGX / USPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | 12.733 | 4.998 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 78.3M | 148,148% |
| Annual Yield % from dividends | 1.36 | 0.58 | 234% |
| Returns for 1 year | 20.73 | 15.39 | 135% |
| Returns for 3 years | 20.35 | 25.68 | 79% |
| Returns for 5 years | 50.19 | 72.24 | 69% |
| Returns for 10 years | 58.41 | 111.32 | 52% |
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