UGTCX
Price
$30.83
Change
+$0.16 (+0.52%)
Updated
Sep 11 closing price
Net Assets
914.08M
VTMFX
Price
$51.11
Change
+$0.25 (+0.49%)
Updated
Sep 11 closing price
Net Assets
12.33B
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UGTCX vs VTMFX

UGTCX vs VTMFX Comparison Chart in %
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UGTCX vs. VTMFX commentary
Sep 12, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. UGTCX (914M). VTMFX pays higher dividends than UGTCX: VTMFX (2.19) 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 : 6.42 vs. VTMFX (5.08). VTMFX return over 5 years is better than : 27.51 vs. UGTCX (25.68).
UGTCXVTMFXUGTCX / VTMFX
Total Expense Ratio1.570.053,140%
Annual Report Gross Expense Ratio1.650.053,300%
Fund Existence6 years32 years-
Gain YTD3.9913.332120%
Front LoadN/AN/A-
Min. Initial Investment25001000025%
Min. Initial Investment IRAN/AN/A-
Net Assets914M12.3B7%
Annual Yield % from dividends1.292.1959%
Returns for 1 year6.425.08126%
Returns for 3 years35.0932.14109%
Returns for 5 years25.6827.5193%
Returns for 10 yearsN/A94.10-
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