USPVX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to USPVX

USPVX charges 1.50% annually. There are 305 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	USPVX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	USPVX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	USPVX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	USPVX vs SWLVX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	USPVX vs TILVX

Best Risk-Adjusted Alternatives to USPVX

USPVX has a PortfoliosLab risk / return rank of 52. There are 266 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	USPVX vs FGIPX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	USPVX vs PKAIX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	USPVX vs FGINX
LSVVX	LSV Conservative Value Equity Fund	97	—	Mar 2007	USPVX vs LSVVX
MALVX	BlackRock Advantage Large Cap Value Fund	97	—	Dec 1999	USPVX vs MALVX

Top Performing USPVX Alternatives (YTD)

USPVX is at 9.30% YTD. There are 267 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.28%	—	Jun 2015	USPVX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.09%	—	Nov 1935	USPVX vs LEXCX
PXTIX	PIMCO RAE PLUS Fund	25.37%	—	Jun 2005	USPVX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.65%	—	Jun 2022	USPVX vs AVLVX
YAFFX	AMG Yacktman Focused Fund	24.36%	—	May 1997	USPVX vs YAFFX

Lowest Volatility Alternatives to USPVX

USPVX has 12.06% 1-year volatility. There are 216 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	USPVX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	USPVX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	USPVX vs RIDAX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	USPVX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	USPVX vs ACIIX

Lowest Drawdown Alternatives to USPVX

USPVX has a 1-year max drawdown of -9.51%. There are 276 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	USPVX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	USPVX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	USPVX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	USPVX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	USPVX vs SVAIX

Often Compared With USPVX

Investors most often compare USPVX with VUG, HDCTX, FLCSX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VUG	Vanguard Growth ETF	Large Cap Growth Equities	28	5.02%	378.80B	Jan 2004	USPVX vs VUG
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.06%	—	Feb 2001	USPVX vs HDCTX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	73	10.72%	—	Jun 1995	USPVX vs FLCSX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	96	13.66%	—	Dec 2019	USPVX vs TOWFX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	USPVX vs VALAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	USPVX vs AVERX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	89	11.54%	—	Jul 1999	USPVX vs AUXFX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	95	19.10%	—	Apr 2003	USPVX vs NEIMX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	18.05%	20.40B	Mar 2016	USPVX vs VIHAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	62	13.55%	—	Jun 2021	USPVX vs GQHPX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	25	6.35%	—	Jan 2011	USPVX vs PSECX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	USPVX vs UPDDX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	93	16.65%	254.20B	Nov 2000	USPVX vs VVIAX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	91	12.42%	—	Feb 1992	USPVX vs THPGX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	94	20.39%	—	Dec 2006	USPVX vs NQCRX
SABTX	SA U.S. Value Fund	Large Cap Value Equities	97	20.61%	—	Aug 1999	USPVX vs SABTX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	60	8.33%	—	Dec 2007	USPVX vs TMMAX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	96	20.16%	—	Jan 1975	USPVX vs NPRTX
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	—	—	—	Sep 2017	USPVX vs SHXPX
YACKX	AMG Yacktman Fund	Large Cap Value Equities	91	17.47%	—	Jul 1992	USPVX vs YACKX

Compare USPVX with Any Fund or Stock

Compare USPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair USPVX with funds that move differently

Union Street Partners Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USPVX.

Explore USPVX Diversifiers

Union Street Partners Value Fund (USPVX) Alternatives