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DOXGX vs USPVX
DOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVX
Union Street Partners Value A
Price$27.86
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets70.92M
DOXGX vs USPVX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. USPVX (70.9M). 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 : 0.93 vs. USPVX (-4.23).
| 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 | -2.615 | -8.716 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 70.9M | 160,790% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 0.93 | -4.23 | -22% |
| Returns for 3 years | N/A | 9.88 | - |
| Returns for 5 years | N/A | 80.60 | - |
| Returns for 10 years | N/A | 92.25 | - |
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