Interact to see
Advertisement
Advertisement
UGTAX vs VTMFX
UGTAX vs VTMFX Comparison
Open Charts UGTAX vs VTMFX
UGTAX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGTAX vs. VTMFX commentary
Jun 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 Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.9B vs. UGTAX (932M). 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: 17.00 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 : 17.37 vs. VTMFX (14.44). UGTAX return over 5 years is better than : 37.40 vs. VTMFX (34.17).
| 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 | 6.375 | 5.181 | 123% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 11.9B | 8% |
| Annual Yield % from dividends | 1.74 | 2.11 | 82% |
| Returns for 1 year | 17.37 | 14.44 | 120% |
| Returns for 3 years | 42.83 | 37.15 | 115% |
| Returns for 5 years | 37.40 | 34.17 | 109% |
| Returns for 10 years | N/A | 99.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement