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 307 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%	13.00B	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
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	USPVX vs VVIAX

Best Risk-Adjusted Alternatives to USPVX

USPVX has a PortfoliosLab risk / return rank of 30. There are 261 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	95	—	Oct 1993	USPVX vs FGIPX
FGINX	Delaware Growth and Income Fund	94	—	Oct 1993	USPVX vs FGINX
IDIVX	Integrity Dividend Harvest Fund	94	—	May 2012	USPVX vs IDIVX
MALVX	BlackRock Advantage Large Cap Value Fund	94	—	Dec 1999	USPVX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	94	—	Jun 2022	USPVX vs AVLVX

Top Performing USPVX Alternatives (YTD)

USPVX is at 4.86% YTD. There are 298 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.89%.

Symbol	Name	YTD Return	AUM	Inception
ADVGX	North Square Advisory Research Small Cap Value Fun...	24.89%	—	Nov 2009	USPVX vs ADVGX
VALAX	Al Frank Fund	23.61%	—	May 2006	USPVX vs VALAX
PKAIX	PIMCO RAE US Fund	23.31%	—	Jun 2015	USPVX vs PKAIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	22.50%	—	Jun 2022	USPVX vs AVLVX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	21.17%	—	Jun 2015	USPVX vs CFJIX

Lowest Volatility Alternatives to USPVX

USPVX has 11.99% 1-year volatility. There are 214 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	USPVX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.62%	—	Feb 2021	USPVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.30%	—	Dec 1973	USPVX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.59%	—	Feb 1996	USPVX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.41%	—	Dec 2007	USPVX vs TMMAX

Lowest Drawdown Alternatives to USPVX

USPVX has a 1-year max drawdown of -9.51%. There are 277 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 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 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VUG	Vanguard Growth ETF	Large Cap Growth Equities	30	5.39%	393.80B	Jan 2004	USPVX vs VUG
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	61	9.44%	—	Jul 1998	USPVX vs ACIIX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	58	9.23%	6.45B	Aug 1994	USPVX vs TWEIX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	43	7.92%	—	Feb 2001	USPVX vs HDCTX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	71	10.28%	—	Jun 1995	USPVX vs FLCSX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	79	10.73%	—	Jul 1999	USPVX vs AUXFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	16	15.85%	—	Jan 1984	USPVX vs AVERX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	92	8.41%	—	Dec 2019	USPVX vs TOWFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	19	8.17%	—	Jun 2021	USPVX vs GQHPX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	92	16.81%	—	Apr 2003	USPVX vs NEIMX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	75	10.71%	20.50B	Mar 2016	USPVX vs VIHAX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	56	20.79%	—	Nov 1935	USPVX vs LEXCX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	82	20.41%	—	May 1997	USPVX vs YAFFX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	9	2.60%	—	Jan 2011	USPVX vs PSECX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	86	16.83%	—	Oct 2002	USPVX vs TILVX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	USPVX vs UPDDX
SABTX	SA U.S. Value Fund	Large Cap Value Equities	93	18.29%	—	Aug 1999	USPVX vs SABTX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	93	18.81%	—	Jan 1975	USPVX vs NPRTX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	91	18.43%	—	Dec 2006	USPVX vs NQCRX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	88	10.89%	—	Feb 1992	USPVX vs THPGX

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