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GUBGX vs VTIAX
GUBGX vs VTIAX Comparison
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GUBGX vs VTIAX Comparison Chart in %
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GUBGX vs. VTIAX commentary
Aug 03, 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 GUBGX is a Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. GUBGX (698M). VTIAX pays higher dividends than GUBGX: VTIAX (2.55) vs GUBGX (1.31). GUBGX was incepted earlier than VTIAX: GUBGX (33 years) vs VTIAX (16 years). GUBGX (1.34) is less costly to investors than VTIAX (0.09). GUBGX is a more actively managed with annual turnover of: 29.00 vs. VTIAX (4.00). GUBGX has a lower initial minimum investment than VTIAX: GUBGX (2500) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.88 vs. GUBGX (19.51). GUBGX return over 5 years is better than : 45.48 vs. VTIAX (36.68).
| GUBGX | VTIAX | GUBGX / VTIAX | |
| Total Expense Ratio | 1.13 | 0.09 | 1,256% |
| Annual Report Gross Expense Ratio | 1.34 | 0.09 | 1,489% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 10.495 | 12.511 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 650B | 0% |
| Annual Yield % from dividends | 1.31 | 2.55 | 51% |
| Returns for 1 year | 19.51 | 24.88 | 78% |
| Returns for 3 years | 54.25 | 51.13 | 106% |
| Returns for 5 years | 45.48 | 36.68 | 124% |
| Returns for 10 years | 137.01 | 99.28 | 138% |
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