Union Street Partners Value Fund (USPVX) Alternatives
Union Street Partners Value Fund (USPVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USPVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to USPVX
USPVX charges 1.50% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among USPVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | USPVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | USPVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | USPVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | USPVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | USPVX vs TILVX |
Best Risk-Adjusted Alternatives to USPVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | USPVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | USPVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | USPVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | USPVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | USPVX vs VALAX |
Top Performing USPVX Alternatives (YTD)
USPVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | USPVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | USPVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | USPVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | USPVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | USPVX vs HFCVX |
Lowest Volatility Alternatives to USPVX
USPVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | USPVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | USPVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | USPVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | USPVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | USPVX vs ACIIX |
Lowest Drawdown Alternatives to USPVX
USPVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | USPVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | USPVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | USPVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | USPVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | USPVX vs PSECX |
Often Compared With USPVX
What investors most often compare with USPVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | USPVX vs VUG |
Compare USPVX with Any Fund or Stock
Compare USPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.