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USPCX vs VVIAX
USPCX vs VVIAX Comparison
Open Charts USPCX vs VVIAX
Union Street Partners Value C
Price$29.06
Change-$0.14 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
USPCX vs VVIAX Comparison Chart
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USPCX vs. VVIAX commentary
Nov 18, 2024
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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. USPCX (78.3M). VVIAX pays higher dividends than USPCX: VVIAX (2.36) vs USPCX (0.00). USPCX was incepted earlier than VVIAX: USPCX (14 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. USPCX (5.36). USPCX has a lower initial minimum investment than VVIAX: USPCX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. USPCX (11.55). USPCX return over 5 years is better than : 57.35 vs. VVIAX (50.78).
| USPCX | VVIAX | USPCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.721 | 17.922 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 11.55 | 25.54 | 45% |
| Returns for 3 years | 11.73 | 21.55 | 54% |
| Returns for 5 years | 57.35 | 50.78 | 113% |
| Returns for 10 years | 97.66 | 110.49 | 88% |
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