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USPCX vs VVIAX
USPCX vs VVIAX Comparison
Open Charts USPCX vs VVIAX
Union Street Partners Value C
Price$29.84
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets80.38M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
USPCX vs VVIAX Comparison Chart
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USPCX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. USPCX (80.4M). 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 : 16.69 vs. USPCX (9.53). USPCX return over 5 years is better than : 60.01 vs. VVIAX (50.85).
| 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 | 3.140 | 3.907 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.4M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 9.53 | 16.69 | 57% |
| Returns for 3 years | 15.32 | 21.04 | 73% |
| Returns for 5 years | 60.01 | 50.85 | 118% |
| Returns for 10 years | 114.33 | 114.24 | 100% |