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DOXGX vs USPCX
DOXGX vs USPCX Comparison
Open Charts DOXGX vs USPCX
Union Street Partners Value C
Price$28.50
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets76.04M
DOXGX vs USPCX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. USPCX (76M). DOXGX pays higher dividends than USPCX: DOXGX (1.49) vs USPCX (0.00). DOXGX was incepted earlier than USPCX: DOXGX (3 years) vs USPCX (14 years). USPCX (2.45) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. USPCX (7.18). DOXGX (2500) and USPCX (2500) have matching initial minimum investment requirements. DOXGX annual gain was more profitable for investors over the last year : 5.40 vs. USPCX (0.28).
| DOXGX | USPCX | DOXGX / USPCX | |
| Total Expense Ratio | 0.41 | 2.15 | 19% |
| Annual Report Gross Expense Ratio | 0.46 | 2.45 | 19% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 3.942 | -2.553 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 76M | 144,737% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.40 | 0.28 | 1,902% |
| Returns for 3 years | 16.06 | 17.28 | 93% |
| Returns for 5 years | N/A | 58.47 | - |
| Returns for 10 years | N/A | 92.12 | - |
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