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LTUCX vs VMBIX
LTUCX vs VMBIX Comparison Chart in %
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LTUCX vs. VMBIX commentary
Nov 21, 2025
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 LTUCX is a Hold and VMBIX is a Hold.
FUNDAMENTALS
Fundamentals
VMBIX has more cash in the bank: 16.2B vs. LTUCX (93.1M). VMBIX pays higher dividends than LTUCX: VMBIX (4.17) vs LTUCX (2.42). LTUCX was incepted earlier than VMBIX: LTUCX (31 years) vs VMBIX (12 years). LTUCX (1.84) is less costly to investors than VMBIX (0.04). VMBIX is a more actively managed with annual turnover of: 79.00 vs. LTUCX (32.26). LTUCX has a lower initial minimum investment than VMBIX: LTUCX (5000) vs VMBIX (5000000). VMBIX annual gain was more profitable for investors over the last year : 7.46 vs. LTUCX (5.58). LTUCX return over 5 years is better than : 0.36 vs. VMBIX (0.12).
| LTUCX | VMBIX | LTUCX / VMBIX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.84 | 0.04 | 4,600% |
| Fund Existence | 31 years | 12 years | - |
| Gain YTD | 5.608 | 7.579 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 16.2B | 1% |
| Annual Yield % from dividends | 2.42 | 4.17 | 58% |
| Returns for 1 year | 5.58 | 7.46 | 75% |
| Returns for 3 years | 12.32 | 15.79 | 78% |
| Returns for 5 years | 0.36 | 0.12 | 299% |
| Returns for 10 years | 8.31 | 14.60 | 57% |
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