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USPFX vs VIVAX
USPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAX
Union Street Partners Value Advisor
Price$29.31
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets73.21M
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
USPFX vs VIVAX Comparison Chart
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USPFX vs. VIVAX commentary
May 10, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. USPFX (73.2M). VIVAX pays higher dividends than USPFX: VIVAX (2.22) vs USPFX (0.19). USPFX was incepted earlier than VIVAX: USPFX (9 years) vs VIVAX (33 years). USPFX (1.55) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 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 : 4.69 vs. USPFX (-2.36). USPFX return over 5 years is better than : 83.16 vs. VIVAX (72.83).
| 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 | 33 years | - |
| Gain YTD | -5.301 | -0.579 | 915% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.2M | 184B | 0% |
| Annual Yield % from dividends | 0.19 | 2.22 | 9% |
| Returns for 1 year | -2.36 | 4.69 | -50% |
| Returns for 3 years | 20.51 | 21.55 | 95% |
| Returns for 5 years | 83.16 | 72.83 | 114% |
| Returns for 10 years | N/A | 97.58 | - |
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