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USPFX vs VIVAX
USPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAX
Union Street Partners Value Advisor
Price$33.47
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets84.12M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
USPFX vs VIVAX Comparison Chart in %
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USPFX vs. VIVAX commentary
Sep 06, 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: 203B vs. USPFX (84.1M). VIVAX pays higher dividends than USPFX: VIVAX (1.99) vs USPFX (0.16). 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). USPFX annual gain was more profitable for investors over the last year : 11.72 vs. VIVAX (8.09). USPFX return over 5 years is better than : 79.85 vs. VIVAX (70.73).
| 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 | 8.177 | 8.193 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.1M | 203B | 0% |
| Annual Yield % from dividends | 0.16 | 1.99 | 8% |
| Returns for 1 year | 11.72 | 8.09 | 145% |
| Returns for 3 years | 45.54 | 37.08 | 123% |
| Returns for 5 years | 79.85 | 70.73 | 113% |
| Returns for 10 years | N/A | 132.39 | - |
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