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USPVX vs VIVAX
USPVX vs VIVAX Comparison
Open Charts USPVX vs VIVAX
Union Street Partners Value A
Price$32.37
Change-$0.18 (-0.55%)
VolumeN/A
Net Assets82.63M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
USPVX vs VIVAX Comparison Chart in %
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USPVX vs. VIVAX commentary
Nov 20, 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 USPVX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. USPVX (82.6M). VIVAX pays higher dividends than USPVX: VIVAX (1.98) vs USPVX (0.00). USPVX was incepted earlier than VIVAX: USPVX (15 years) vs VIVAX (33 years). USPVX (1.68) is less costly to investors than VIVAX (0.17). VIVAX is a more actively managed with annual turnover of: 9.00 vs. USPVX (7.18). USPVX has a lower initial minimum investment than VIVAX: USPVX (2500) vs VIVAX (3000). USPVX annual gain was more profitable for investors over the last year : 5.65 vs. VIVAX (5.05). USPVX (65.83) and VIVAX (62.93) have equivalent 5 years return.
| USPVX | VIVAX | USPVX / VIVAX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.68 | 0.17 | 988% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 6.062 | 9.329 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 208B | 0% |
| Annual Yield % from dividends | 0.00 | 1.98 | - |
| Returns for 1 year | 5.65 | 5.05 | 112% |
| Returns for 3 years | 27.87 | 30.23 | 92% |
| Returns for 5 years | 65.83 | 62.93 | 105% |
| Returns for 10 years | 125.75 | 123.10 | 102% |
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