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DOXGX vs USPFX
DOXGX vs USPFX Comparison
Open Charts DOXGX vs USPFX
Union Street Partners Value Advisor
Price$29.31
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets73.21M
DOXGX vs USPFX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. USPFX (73.2M). DOXGX pays higher dividends than USPFX: DOXGX (1.54) vs USPFX (0.19). DOXGX was incepted earlier than USPFX: DOXGX (3 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. USPFX (7.18). DOXGX (2500) and USPFX (2500) have matching initial minimum investment requirements. DOXGX annual gain was more profitable for investors over the last year : 1.48 vs. USPFX (-2.36).
| DOXGX | USPFX | DOXGX / USPFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.46 | 1.55 | 30% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 0.031 | -5.301 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 73.2M | 150,273% |
| Annual Yield % from dividends | 1.54 | 0.19 | 813% |
| Returns for 1 year | 1.48 | -2.36 | -62% |
| Returns for 3 years | 18.31 | 20.51 | 89% |
| Returns for 5 years | N/A | 83.16 | - |
| Returns for 10 years | N/A | N/A | - |
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