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CMBFX vs UTACX
CMBFX vs UTACX Comparison
Open Charts CMBFX vs UTACX
CMBFX vs UTACX Comparison Chart in %
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CMBFX 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 CMBFX is a Hold and UTACX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 293M vs. UTACX (199M). UTACX pays higher dividends than CMBFX: UTACX (3.29) vs CMBFX (2.49). CMBFX was incepted earlier than UTACX: CMBFX (42 years) vs UTACX (30 years). UTACX (1.13) is less costly to investors than CMBFX (0.60). UTACX is a more actively managed with annual turnover of: 74.00 vs. CMBFX (12.00). CMBFX has a lower initial minimum investment than UTACX: CMBFX (2000) vs UTACX (2500). UTACX annual gain was more profitable for investors over the last year : 6.45 vs. CMBFX (5.32). CMBFX return over 5 years is better than : 3.70 vs. UTACX (0.18).
| CMBFX | UTACX | CMBFX / UTACX | |
| Total Expense Ratio | 0.59 | 1.10 | 54% |
| Annual Report Gross Expense Ratio | 0.60 | 1.13 | 53% |
| Fund Existence | 42 years | 30 years | - |
| Gain YTD | 1.039 | 1.690 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 199M | 147% |
| Annual Yield % from dividends | 2.49 | 3.29 | 76% |
| Returns for 1 year | 5.32 | 6.45 | 83% |
| Returns for 3 years | 9.64 | 9.27 | 104% |
| Returns for 5 years | 3.70 | 0.18 | 2,063% |
| Returns for 10 years | 14.65 | 8.78 | 167% |
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