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CFMOX vs UTACX
CFMOX vs UTACX Comparison
Open Charts CFMOX vs UTACX
CFMOX vs UTACX Comparison Chart in %
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CFMOX vs. UTACX commentary
Jun 13, 2026
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 CFMOX is a Hold and UTACX is a Hold.
FUNDAMENTALS
Fundamentals
CFMOX has more cash in the bank: 211M vs. UTACX (199M). UTACX pays higher dividends than CFMOX: UTACX (3.29) vs CFMOX (2.61). CFMOX was incepted earlier than UTACX: CFMOX (31 years) vs UTACX (30 years). UTACX (1.13) is less costly to investors than CFMOX (0.69). UTACX is a more actively managed with annual turnover of: 74.00 vs. CFMOX (13.00). CFMOX has a lower initial minimum investment than UTACX: CFMOX (1000) vs UTACX (2500). UTACX annual gain was more profitable for investors over the last year : 6.45 vs. CFMOX (5.48). CFMOX return over 5 years is better than : 3.16 vs. UTACX (0.18).
| CFMOX | UTACX | CFMOX / UTACX | |
| Total Expense Ratio | 0.69 | 1.10 | 63% |
| Annual Report Gross Expense Ratio | 0.69 | 1.13 | 61% |
| Fund Existence | 31 years | 30 years | - |
| Gain YTD | 0.774 | 1.690 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 199M | 106% |
| Annual Yield % from dividends | 2.61 | 3.29 | 79% |
| Returns for 1 year | 5.48 | 6.45 | 85% |
| Returns for 3 years | 9.46 | 9.27 | 102% |
| Returns for 5 years | 3.16 | 0.18 | 1,761% |
| Returns for 10 years | 15.16 | 8.78 | 173% |
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