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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
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 UGTCX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.9B vs. UGTCX (932M). VTMFX pays higher dividends than UGTCX: VTMFX (2.11) vs UGTCX (1.10). UGTCX was incepted earlier than VTMFX: UGTCX (6 years) vs VTMFX (32 years). UGTCX (1.72) is less costly to investors than VTMFX (0.05). UGTCX is a more actively managed with annual turnover of: 17.00 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 : 16.48 vs. VTMFX (14.44). VTMFX return over 5 years is better than : 34.17 vs. UGTCX (32.35).
| UGTCX | VTMFX | UGTCX / VTMFX | |
| Total Expense Ratio | 1.58 | 0.05 | 3,160% |
| Annual Report Gross Expense Ratio | 1.72 | 0.05 | 3,440% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 6.064 | 5.181 | 117% |
| Front Load | N/A | 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 | 1.10 | 2.11 | 52% |
| Returns for 1 year | 16.48 | 14.44 | 114% |
| Returns for 3 years | 39.64 | 37.15 | 107% |
| Returns for 5 years | 32.35 | 34.17 | 95% |
| Returns for 10 years | N/A | 99.15 | - |
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