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CMBFX vs UTAYX
CMBFX vs UTAYX Comparison
Open Charts CMBFX vs UTAYX
CMBFX vs UTAYX Comparison Chart in %
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CMBFX 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 CMBFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
CMBFX has more cash in the bank: 293M vs. UTAYX (199M). UTAYX pays higher dividends than CMBFX: UTAYX (3.82) vs CMBFX (2.49). CMBFX was incepted earlier than UTAYX: CMBFX (42 years) vs UTAYX (30 years). CMBFX (0.60) and UTAYX (0.58) have similar cost to investors . UTAYX is a more actively managed with annual turnover of: 74.00 vs. CMBFX (12.00). CMBFX has a lower initial minimum investment than UTAYX: CMBFX (2000) vs UTAYX (1000000). UTAYX annual gain was more profitable for investors over the last year : 7.02 vs. CMBFX (5.32). UTAYX return over 5 years is better than : 4.36 vs. CMBFX (3.70).
| CMBFX | UTAYX | CMBFX / UTAYX | |
| Total Expense Ratio | 0.59 | 0.55 | 107% |
| Annual Report Gross Expense Ratio | 0.60 | 0.58 | 103% |
| Fund Existence | 42 years | 30 years | - |
| Gain YTD | 1.039 | 1.811 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 199M | 147% |
| Annual Yield % from dividends | 2.49 | 3.82 | 65% |
| Returns for 1 year | 5.32 | 7.02 | 76% |
| Returns for 3 years | 9.64 | 11.53 | 84% |
| Returns for 5 years | 3.70 | 4.36 | 85% |
| Returns for 10 years | 14.65 | 19.04 | 77% |
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