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USPFX vs VIVIX
USPFX vs VIVIX Comparison
Open Charts USPFX vs VIVIX
Union Street Partners Value Advisor
Price$30.57
Change-$0.33 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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USPFX vs VIVIX Comparison Chart
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USPFX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. USPFX (78.3M). VIVIX pays higher dividends than USPFX: VIVIX (2.37) vs USPFX (0.82). USPFX was incepted earlier than VIVIX: USPFX (8 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 : 24.01 vs. USPFX (15.65). USPFX return over 5 years is better than : 74.69 vs. VIVIX (55.47).
| USPFX | VIVIX | USPFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 5.174 | 16.286 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 183B | 0% |
| Annual Yield % from dividends | 0.82 | 2.37 | 35% |
| Returns for 1 year | 15.65 | 24.01 | 65% |
| Returns for 3 years | 26.85 | 28.27 | 95% |
| Returns for 5 years | 74.69 | 55.47 | 135% |
| Returns for 10 years | N/A | 114.02 | - |
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