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DODGX vs USPVX
DODGX vs USPVX Comparison
Open Charts DODGX vs USPVX
Union Street Partners Value A
Price$32.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets83.84M
DODGX vs USPVX Comparison Chart in %
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DODGX vs. USPVX commentary
Aug 15, 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 (83.8M). DODGX pays higher dividends than USPVX: DODGX (1.39) 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 : 11.86 vs. DODGX (5.67). USPVX return over 5 years is better than : 77.93 vs. DODGX (66.84).
| 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 | 7.083 | 7.864 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 83.8M | 138,425% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 5.67 | 11.86 | 48% |
| Returns for 3 years | 21.09 | 34.84 | 61% |
| Returns for 5 years | 66.84 | 77.93 | 86% |
| Returns for 10 years | 61.98 | 131.74 | 47% |
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