USPFX
Price
$32.41
Change
+$0.18 (+0.56%)
Updated
Jul 3 closing price
Net Assets
81.45M
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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USPFX vs VIVAX

Header iconUSPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAXBanner chart's image
Union Street Partners Value Advisor
Price$32.41
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets81.45M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
USPFX vs VIVAX Comparison Chart in %
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USPFX vs. VIVAX commentary
Jul 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. USPFX (81.4M). VIVAX pays higher dividends than USPFX: VIVAX (2.06) vs USPFX (0.17). 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 : 12.04 vs. USPFX (6.27). USPFX return over 5 years is better than : 86.88 vs. VIVAX (80.14).
USPFXVIVAXUSPFX / VIVAX
Total Expense Ratio1.150.17676%
Annual Report Gross Expense Ratio1.550.17912%
Fund Existence9 years33 years-
Gain YTD4.7516.20977%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets81.4M189B0%
Annual Yield % from dividends0.172.068%
Returns for 1 year6.2712.0452%
Returns for 3 years41.9035.16119%
Returns for 5 years86.8880.14108%
Returns for 10 yearsN/A115.74-
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