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USPVX vs VIVIX
USPVX vs VIVIX Comparison
Open Charts USPVX vs VIVIX
Union Street Partners Value A
Price$30.13
Change-$0.33 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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USPVX vs VIVIX Comparison Chart
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USPVX 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 USPVX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. USPVX (78.3M). VIVIX pays higher dividends than USPVX: VIVIX (2.37) vs USPVX (0.58). USPVX was incepted earlier than VIVIX: USPVX (14 years) vs VIVIX (26 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. USPVX (5.36). USPVX has a lower initial minimum investment than VIVIX: USPVX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 24.01 vs. USPVX (15.39). USPVX return over 5 years is better than : 72.24 vs. VIVIX (55.47).
| USPVX | VIVIX | USPVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 4.998 | 16.286 | 31% |
| 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 | 0.58 | 2.37 | 25% |
| Returns for 1 year | 15.39 | 24.01 | 64% |
| Returns for 3 years | 25.68 | 28.27 | 91% |
| Returns for 5 years | 72.24 | 55.47 | 130% |
| Returns for 10 years | 111.32 | 114.02 | 98% |
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