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DOXGX vs USPVX
DOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVX
Union Street Partners Value A
Price$29.47
Change-$0.52 (-1.73%)
VolumeN/A
Net Assets76.32M
DOXGX vs USPVX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. USPVX (76.3M). DOXGX pays higher dividends than USPVX: DOXGX (1.54) 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: 15.00 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 : 2.18 vs. USPVX (0.74).
| 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 | 1.522 | -1.737 | -88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 76.3M | 144,168% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 2.18 | 0.74 | 295% |
| Returns for 3 years | 17.76 | 29.22 | 61% |
| Returns for 5 years | N/A | 86.41 | - |
| Returns for 10 years | N/A | 104.00 | - |