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USPVX vs VIVAX
USPVX vs VIVAX Comparison
Open Charts USPVX vs VIVAX
Union Street Partners Value A
Price$32.74
Change-$0.23 (-0.70%)
VolumeN/A
Net Assets84.12M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
USPVX vs VIVAX Comparison Chart in %
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USPVX vs. VIVAX commentary
Sep 06, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. USPVX (84.1M). VIVAX pays higher dividends than USPVX: VIVAX (1.99) 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 : 11.46 vs. VIVAX (8.09). USPVX return over 5 years is better than : 77.26 vs. VIVAX (70.73).
| 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 | 8.028 | 8.193 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.1M | 203B | 0% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | 11.46 | 8.09 | 142% |
| Returns for 3 years | 44.46 | 37.08 | 120% |
| Returns for 5 years | 77.26 | 70.73 | 109% |
| Returns for 10 years | 145.05 | 132.39 | 110% |
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