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USPCX vs VVIAX
USPCX vs VVIAX Comparison
Open Charts USPCX vs VVIAX
Union Street Partners Value C
Price$28.71
Change-$0.78 (-2.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
USPCX vs VVIAX Comparison Chart
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USPCX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. USPCX (79.2M). 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 : 16.45 vs. USPCX (7.35). USPCX return over 5 years is better than : 54.64 vs. VVIAX (44.62).
| 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 | 6.270 | 16.051 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 7.35 | 16.45 | 45% |
| Returns for 3 years | 16.79 | 20.49 | 82% |
| Returns for 5 years | 54.64 | 44.62 | 122% |
| Returns for 10 years | 103.88 | 104.84 | 99% |
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