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DOXGX vs USPVX
DOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVX
Union Street Partners Value A
Price$27.27
Change-$2.00 (-6.83%)
VolumeN/A
Net Assets74.48M
DOXGX vs USPVX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. USPVX (74.5M). DOXGX pays higher dividends than USPVX: DOXGX (1.49) vs USPVX (0.00). DOXGX was incepted earlier than USPVX: DOXGX (3 years) vs USPVX (14 years). USPVX (1.68) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 12.00 vs. USPVX (7.18). DOXGX (2500) and USPVX (2500) have matching initial minimum investment requirements. DOXGX annual gain was more profitable for investors over the last year : 4.91 vs. USPVX (-4.22).
| DOXGX | USPVX | DOXGX / USPVX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.46 | 1.68 | 27% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 3.071 | -4.096 | -75% |
| Front Load | N/A | 6% | - |
| 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 | 0.00 | - |
| Returns for 1 year | 4.91 | -4.22 | -116% |
| Returns for 3 years | N/A | 9.47 | - |
| Returns for 5 years | N/A | 109.04 | - |
| Returns for 10 years | N/A | 106.46 | - |
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