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USPCX vs VIVIX
USPCX vs VIVIX Comparison
Open Charts USPCX vs VIVIX
Union Street Partners Value C
Price$29.18
Change+$0.26 (+0.90%)
VolumeN/A
Net Assets78.48M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
USPCX vs VIVIX Comparison Chart
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USPCX vs. VIVIX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is USPCX is a Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. USPCX (78.5M). VIVIX pays higher dividends than USPCX: VIVIX (2.37) vs USPCX (0.00). USPCX was incepted earlier than VIVIX: USPCX (14 years) vs VIVIX (27 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. USPCX (5.36). USPCX has a lower initial minimum investment than VIVIX: USPCX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. USPCX (7.79). USPCX return over 5 years is better than : 50.41 vs. VIVIX (44.19).
| USPCX | VIVIX | USPCX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.690 | 3.211 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.37 | - |
| Returns for 1 year | 7.79 | 18.21 | 43% |
| Returns for 3 years | 11.93 | 18.46 | 65% |
| Returns for 5 years | 50.41 | 44.19 | 114% |
| Returns for 10 years | 110.14 | 111.13 | 99% |
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