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UGTAX vs VTMFX
UGTAX vs VTMFX Comparison
Open Charts UGTAX vs VTMFX
UGTAX vs VTMFX Comparison Chart in %
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UGTAX vs. VTMFX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. UGTAX (927M). VTMFX pays higher dividends than UGTAX: VTMFX (2.11) vs UGTAX (1.74). UGTAX was incepted earlier than VTMFX: UGTAX (6 years) vs VTMFX (32 years). UGTAX (0.91) 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 : 16.58 vs. VTMFX (13.25). UGTAX return over 5 years is better than : 36.42 vs. VTMFX (32.66).
| UGTAX | VTMFX | UGTAX / VTMFX | |
| Total Expense Ratio | 0.83 | 0.05 | 1,660% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 6.224 | 4.774 | 130% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 12.3B | 8% |
| Annual Yield % from dividends | 1.74 | 2.11 | 82% |
| Returns for 1 year | 16.58 | 13.25 | 125% |
| Returns for 3 years | 40.99 | 35.43 | 116% |
| Returns for 5 years | 36.42 | 32.66 | 111% |
| Returns for 10 years | N/A | 101.00 | - |
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