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CFMOX vs UTAYX
CFMOX vs UTAYX Comparison
Open Charts CFMOX vs UTAYX
CFMOX vs UTAYX Comparison Chart in %
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CFMOX vs. UTAYX 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 UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
CFMOX has more cash in the bank: 211M vs. UTAYX (199M). UTAYX pays higher dividends than CFMOX: UTAYX (3.82) vs CFMOX (2.61). CFMOX was incepted earlier than UTAYX: CFMOX (31 years) vs UTAYX (30 years). CFMOX (0.69) is less costly to investors than UTAYX (0.58). UTAYX is a more actively managed with annual turnover of: 74.00 vs. CFMOX (13.00). CFMOX has a lower initial minimum investment than UTAYX: CFMOX (1000) vs UTAYX (1000000). UTAYX annual gain was more profitable for investors over the last year : 7.02 vs. CFMOX (5.48). UTAYX return over 5 years is better than : 4.36 vs. CFMOX (3.16).
| CFMOX | UTAYX | CFMOX / UTAYX | |
| Total Expense Ratio | 0.69 | 0.55 | 125% |
| Annual Report Gross Expense Ratio | 0.69 | 0.58 | 119% |
| Fund Existence | 31 years | 30 years | - |
| Gain YTD | 0.774 | 1.811 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 199M | 106% |
| Annual Yield % from dividends | 2.61 | 3.82 | 68% |
| Returns for 1 year | 5.48 | 7.02 | 78% |
| Returns for 3 years | 9.46 | 11.53 | 82% |
| Returns for 5 years | 3.16 | 4.36 | 72% |
| Returns for 10 years | 15.16 | 19.04 | 80% |
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