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HULFX vs UTAYX
HULFX vs UTAYX Comparison
Open Charts HULFX vs UTAYX
HULFX vs UTAYX Comparison Chart in %
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HULFX 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 HULFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 364M vs. UTAYX (199M). UTAYX pays higher dividends than HULFX: UTAYX (3.82) vs HULFX (2.94). HULFX was incepted earlier than UTAYX: HULFX (8 years) vs UTAYX (30 years). HULFX (0.76) is less costly to investors than UTAYX (0.58). UTAYX is a more actively managed with annual turnover of: 74.00 vs. HULFX (18.00). HULFX has a lower initial minimum investment than UTAYX: HULFX (0) vs UTAYX (1000000). UTAYX annual gain was more profitable for investors over the last year : 7.02 vs. HULFX (5.69). UTAYX return over 5 years is better than : 4.36 vs. HULFX (2.44).
| HULFX | UTAYX | HULFX / UTAYX | |
| Total Expense Ratio | 0.76 | 0.55 | 138% |
| Annual Report Gross Expense Ratio | 0.76 | 0.58 | 131% |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 1.070 | 1.811 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 199M | 183% |
| Annual Yield % from dividends | 2.94 | 3.82 | 77% |
| Returns for 1 year | 5.69 | 7.02 | 81% |
| Returns for 3 years | 8.76 | 11.53 | 76% |
| Returns for 5 years | 2.44 | 4.36 | 56% |
| Returns for 10 years | N/A | 19.04 | - |
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