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UGTAX vs VTMFX
UGTAX vs VTMFX Comparison
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UGTAX vs VTMFX Comparison Chart in %
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UGTAX vs. VTMFX 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 UGTAX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. UGTAX (922M). VTMFX pays higher dividends than UGTAX: VTMFX (2.22) vs UGTAX (1.98). UGTAX was incepted earlier than VTMFX: UGTAX (6 years) vs VTMFX (32 years). UGTAX (0.90) is less costly to investors than VTMFX (0.05). UGTAX is a more actively managed with annual turnover of: 16.00 vs. VTMFX (15.00). UGTAX has a lower initial minimum investment than VTMFX: UGTAX (2500) vs VTMFX (10000). UGTAX annual gain was more profitable for investors over the last year : 12.08 vs. VTMFX (8.85). UGTAX return over 5 years is better than : 32.06 vs. VTMFX (28.44).
| UGTAX | VTMFX | UGTAX / VTMFX | |
| Total Expense Ratio | 0.83 | 0.05 | 1,660% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 5.348 | 3.413 | 157% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 12.3B | 7% |
| Annual Yield % from dividends | 1.98 | 2.22 | 89% |
| Returns for 1 year | 12.08 | 8.85 | 136% |
| Returns for 3 years | 36.25 | 30.02 | 121% |
| Returns for 5 years | 32.06 | 28.44 | 113% |
| Returns for 10 years | N/A | 93.00 | - |
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