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USPFX vs VIVAX
USPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAX
Union Street Partners Value Advisor
Price$27.66
Change-$2.02 (-6.81%)
VolumeN/A
Net Assets74.48M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
USPFX vs VIVAX Comparison Chart
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USPFX vs. VIVAX commentary
Apr 05, 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 USPFX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. USPFX (74.5M). VIVAX pays higher dividends than USPFX: VIVAX (2.14) vs USPFX (0.18). USPFX was incepted earlier than VIVAX: USPFX (9 years) vs VIVAX (32 years). USPFX (1.55) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 10.00 vs. USPFX (7.18). USPFX has a lower initial minimum investment than VIVAX: USPFX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. USPFX (-4.00). USPFX return over 5 years is better than : 112.12 vs. VIVAX (101.66).
| USPFX | VIVAX | USPFX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.55 | 0.17 | 912% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -4.072 | 2.419 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.5M | 195B | 0% |
| Annual Yield % from dividends | 0.18 | 2.14 | 9% |
| Returns for 1 year | -4.00 | 7.66 | -52% |
| Returns for 3 years | 10.25 | 17.34 | 59% |
| Returns for 5 years | 112.12 | 101.66 | 110% |
| Returns for 10 years | N/A | 106.90 | - |
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