DOXGX
Price
$274.57
Change
+$1.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
USPVX
Price
$31.94
Change
+$0.17 (+0.54%)
Updated
Jul 3 closing price
Net Assets
81.01M
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DOXGX vs USPVX

Header iconDOXGX vs USPVX Comparison
Open Charts DOXGX vs USPVXBanner chart's image
Dodge & Cox Stock X
Price$274.57
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets113.58B
Union Street Partners Value A
Price$31.94
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets81.01M
DOXGX vs USPVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. USPVX (81M). DOXGX pays higher dividends than USPVX: DOXGX (1.47) vs USPVX (0.00). DOXGX was incepted earlier than USPVX: DOXGX (3 years) vs USPVX (15 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 : 8.43 vs. USPVX (6.01).
DOXGXUSPVXDOXGX / USPVX
Total Expense Ratio0.411.4029%
Annual Report Gross Expense Ratio0.461.6827%
Fund Existence3 years15 years-
Gain YTD7.6994.653165%
Front LoadN/A6%-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets114B81M140,741%
Annual Yield % from dividends1.470.00-
Returns for 1 year8.436.01140%
Returns for 3 years32.2540.8679%
Returns for 5 yearsN/A84.26-
Returns for 10 yearsN/A124.69-
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