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HULFX vs UTACX
HULFX vs UTACX Comparison
Open Charts HULFX vs UTACX
HULFX vs UTACX Comparison Chart in %
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HULFX 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 HULFX is a Hold and UTACX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 364M vs. UTACX (199M). UTACX pays higher dividends than HULFX: UTACX (3.29) vs HULFX (2.94). HULFX was incepted earlier than UTACX: HULFX (8 years) vs UTACX (30 years). UTACX (1.13) is less costly to investors than HULFX (0.76). UTACX is a more actively managed with annual turnover of: 74.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than UTACX: HULFX (0) vs UTACX (2500). UTACX annual gain was more profitable for investors over the last year : 6.45 vs. HULFX (5.69). HULFX return over 5 years is better than : 2.44 vs. UTACX (0.18).
| HULFX | UTACX | HULFX / UTACX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.13 | 67% |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 1.070 | 1.690 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 199M | 183% |
| Annual Yield % from dividends | 2.94 | 3.29 | 89% |
| Returns for 1 year | 5.69 | 6.45 | 88% |
| Returns for 3 years | 8.76 | 9.27 | 95% |
| Returns for 5 years | 2.44 | 0.18 | 1,361% |
| Returns for 10 years | N/A | 8.78 | - |
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