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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
Aug 23, 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 StrongBuy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.2B vs. UGTAX (933M). 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 : 13.14 vs. VTMFX (9.89). UGTAX return over 5 years is better than : 33.08 vs. VTMFX (29.86).
| 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 | 6.528 | 4.937 | 132% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 12.2B | 8% |
| Annual Yield % from dividends | 1.98 | 2.22 | 89% |
| Returns for 1 year | 13.14 | 9.89 | 133% |
| Returns for 3 years | 42.24 | 35.50 | 119% |
| Returns for 5 years | 33.08 | 29.86 | 111% |
| Returns for 10 years | N/A | 93.91 | - |
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