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 310 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
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	USPVX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	USPVX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	USPVX vs VIVIX
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 34. There are 255 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	USPVX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	USPVX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	USPVX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	USPVX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	USPVX vs SABTX

Top Performing USPVX Alternatives (YTD)

USPVX is at 4.05% YTD. There are 297 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	USPVX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	USPVX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	USPVX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	USPVX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	USPVX vs PXTIX

Lowest Volatility Alternatives to USPVX

USPVX has 12.31% 1-year volatility. There are 259 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	USPVX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	USPVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	USPVX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	USPVX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	USPVX vs FLCCX

Lowest Drawdown Alternatives to USPVX

USPVX has a 1-year max drawdown of -9.51%. There are 279 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	USPVX vs BUFBX
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
TORYX	Torray 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, ACIIX, TWEIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VUG	Vanguard Growth ETF	Large Cap Growth Equities	43	9.49%	365.00B	Jan 2004	USPVX vs VUG
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	USPVX vs ACIIX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	USPVX vs TWEIX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	USPVX vs AVERX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	USPVX vs HDCTX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	76	9.75%	—	Jun 1995	USPVX vs FLCSX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	USPVX vs VIHAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	USPVX vs AUXFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	Jun 2021	USPVX vs GQHPX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	USPVX vs LEXCX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	USPVX vs PSECX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.29%	—	Apr 2003	USPVX vs NEIMX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	79	6.25%	—	Dec 2019	USPVX vs TOWFX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	81	12.24%	238.00B	Nov 2000	USPVX vs VVIAX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	5.01%	—	Dec 2007	USPVX vs TMMAX
FALGX	Fidelity Advisor Large Cap Fund Class M	Large Cap Value Equities	43	0.00%	—	Feb 1996	USPVX vs FALGX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	91	16.10%	—	Dec 2006	USPVX vs NQCRX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	93	18.02%	—	Jan 1975	USPVX vs NPRTX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	92	12.02%	—	Feb 1992	USPVX vs THPGX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	USPVX vs UPDDX

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