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DOXGX vs USPFX
DOXGX vs USPFX Comparison
Open Charts DOXGX vs USPFX
Union Street Partners Value Advisor
Price$27.66
Change-$2.02 (-6.81%)
VolumeN/A
Net Assets74.48M
DOXGX vs USPFX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. USPFX (74.5M). DOXGX pays higher dividends than USPFX: DOXGX (1.49) vs USPFX (0.18). 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: 12.00 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 : 4.91 vs. USPFX (-4.00).
| 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 | 3.071 | -4.072 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 74.5M | 159,732% |
| Annual Yield % from dividends | 1.49 | 0.18 | 820% |
| Returns for 1 year | 4.91 | -4.00 | -123% |
| Returns for 3 years | N/A | 10.25 | - |
| Returns for 5 years | N/A | 112.12 | - |
| Returns for 10 years | N/A | N/A | - |
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