Ad is loading...
USPFX vs VIVIX
USPFX vs VIVIX Comparison
Open Charts USPFX vs VIVIX
Union Street Partners Value Advisor
Price$30.64
Change-$0.84 (-2.67%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
USPFX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USPFX vs. VIVIX commentary
Dec 19, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. USPFX (79.2M). VIVIX pays higher dividends than USPFX: VIVIX (2.37) vs USPFX (0.82). USPFX was incepted earlier than VIVIX: USPFX (9 years) vs VIVIX (26 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. USPFX (5.36). USPFX has a lower initial minimum investment than VIVIX: USPFX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 16.43 vs. USPFX (8.47). USPFX return over 5 years is better than : 62.63 vs. VIVIX (44.60).
| USPFX | VIVIX | USPFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 7.329 | 16.034 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 195B | 0% |
| Annual Yield % from dividends | 0.82 | 2.37 | 35% |
| Returns for 1 year | 8.47 | 16.43 | 52% |
| Returns for 3 years | 20.32 | 20.48 | 99% |
| Returns for 5 years | 62.63 | 44.60 | 140% |
| Returns for 10 years | N/A | 104.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...