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USPFX vs VIVAX
USPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAX
Union Street Partners Value Advisor
Price$31.17
Change+$0.28 (+0.91%)
VolumeN/A
Net Assets78.48M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
USPFX vs VIVAX Comparison Chart
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USPFX vs. VIVAX 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 USPFX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. USPFX (78.5M). VIVAX pays higher dividends than USPFX: VIVAX (2.25) vs USPFX (0.82). USPFX was incepted earlier than VIVAX: USPFX (9 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. USPFX (5.36). 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 : 18.19 vs. USPFX (8.87). USPFX return over 5 years is better than : 58.21 vs. VIVAX (44.18).
| USPFX | VIVAX | USPFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 0.743 | 3.194 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5M | 184B | 0% |
| Annual Yield % from dividends | 0.82 | 2.25 | 36% |
| Returns for 1 year | 8.87 | 18.19 | 49% |
| Returns for 3 years | 15.33 | 18.46 | 83% |
| Returns for 5 years | 58.21 | 44.18 | 132% |
| Returns for 10 years | N/A | 111.10 | - |
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