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USPFX vs VIVAX
USPFX vs VIVAX Comparison
Open Charts USPFX vs VIVAX
Union Street Partners Value Advisor
Price$30.57
Change-$0.33 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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USPFX vs VIVAX Comparison Chart
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USPFX vs. VIVAX commentary
Sep 21, 2024
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: 183B vs. USPFX (78.3M). VIVAX pays higher dividends than USPFX: VIVAX (2.25) vs USPFX (0.82). USPFX was incepted earlier than VIVAX: USPFX (8 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 : 23.98 vs. USPFX (15.65). USPFX return over 5 years is better than : 74.69 vs. VIVAX (55.44).
| USPFX | VIVAX | USPFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 5.174 | 16.261 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 183B | 0% |
| Annual Yield % from dividends | 0.82 | 2.25 | 36% |
| Returns for 1 year | 15.65 | 23.98 | 65% |
| Returns for 3 years | 26.85 | 28.28 | 95% |
| Returns for 5 years | 74.69 | 55.44 | 135% |
| Returns for 10 years | N/A | 113.95 | - |