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UGTCX vs VTMFX
UGTCX vs VTMFX Comparison
Open Charts UGTCX vs VTMFX
UGTCX vs VTMFX Comparison Chart in %
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UGTCX vs. VTMFX commentary
Jul 14, 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 UGTCX is a Buy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. UGTCX (934M). VTMFX pays higher dividends than UGTCX: VTMFX (2.75) vs UGTCX (1.29). UGTCX was incepted earlier than VTMFX: UGTCX (6 years) vs VTMFX (32 years). UGTCX (1.65) is less costly to investors than VTMFX (0.05). UGTCX is a more actively managed with annual turnover of: 16.00 vs. VTMFX (15.00). UGTCX has a lower initial minimum investment than VTMFX: UGTCX (2500) vs VTMFX (10000). UGTCX annual gain was more profitable for investors over the last year : 13.39 vs. VTMFX (10.96). VTMFX (30.62) and UGTCX (29.40) have equivalent 5 years return.
| UGTCX | VTMFX | UGTCX / VTMFX | |
| Total Expense Ratio | 1.57 | 0.05 | 3,140% |
| Annual Report Gross Expense Ratio | 1.65 | 0.05 | 3,300% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 6.364 | 4.734 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 12.3B | 8% |
| Annual Yield % from dividends | 1.29 | 2.75 | 47% |
| Returns for 1 year | 13.39 | 10.96 | 122% |
| Returns for 3 years | 36.04 | 32.68 | 110% |
| Returns for 5 years | 29.40 | 30.62 | 96% |
| Returns for 10 years | N/A | 95.40 | - |
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