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CMBFX vs UTAHX
CMBFX vs UTAHX Comparison
Open Charts CMBFX vs UTAHX
CMBFX vs UTAHX Comparison Chart in %
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CMBFX vs. UTAHX 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 UTAHX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 293M vs. UTAHX (199M). UTAHX pays higher dividends than CMBFX: UTAHX (3.59) vs CMBFX (2.49). CMBFX was incepted earlier than UTAHX: CMBFX (42 years) vs UTAHX (34 years). UTAHX (0.78) is less costly to investors than CMBFX (0.60). UTAHX is a more actively managed with annual turnover of: 74.00 vs. CMBFX (12.00). UTAHX has a lower initial minimum investment than CMBFX: UTAHX (1000) vs CMBFX (2000). UTAHX annual gain was more profitable for investors over the last year : 6.78 vs. CMBFX (5.32). CMBFX return over 5 years is better than : 3.70 vs. UTAHX (3.32).
| CMBFX | UTAHX | CMBFX / UTAHX | |
| Total Expense Ratio | 0.59 | 0.78 | 76% |
| Annual Report Gross Expense Ratio | 0.60 | 0.78 | 77% |
| Fund Existence | 42 years | 34 years | - |
| Gain YTD | 1.039 | 1.817 | 57% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 199M | 147% |
| Annual Yield % from dividends | 2.49 | 3.59 | 69% |
| Returns for 1 year | 5.32 | 6.78 | 79% |
| Returns for 3 years | 9.64 | 10.90 | 88% |
| Returns for 5 years | 3.70 | 3.32 | 111% |
| Returns for 10 years | 14.65 | 16.66 | 88% |