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USPFX vs VIVIX
USPFX vs VIVIX Comparison
Open Charts USPFX vs VIVIX
Union Street Partners Value Advisor
Price$31.62
Change-$0.40 (-1.25%)
VolumeN/A
Net Assets79.77M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
USPFX vs VIVIX Comparison Chart
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USPFX vs. VIVIX commentary
Feb 23, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. USPFX (79.8M). VIVIX pays higher dividends than USPFX: VIVIX (2.37) vs USPFX (0.82). USPFX was incepted earlier than VIVIX: USPFX (9 years) vs VIVIX (27 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 : 14.79 vs. USPFX (5.79). USPFX return over 5 years is better than : 65.08 vs. VIVIX (48.95).
| USPFX | VIVIX | USPFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 3.491 | 5.407 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 193B | 0% |
| Annual Yield % from dividends | 0.82 | 2.37 | 35% |
| Returns for 1 year | 5.79 | 14.79 | 39% |
| Returns for 3 years | 22.57 | 25.40 | 89% |
| Returns for 5 years | 65.08 | 48.95 | 133% |
| Returns for 10 years | N/A | 107.97 | - |