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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. UGTCX (927M). 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: 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 : 15.74 vs. VTMFX (13.25). VTMFX (32.66) and UGTCX (31.43) have equivalent 5 years return.
| 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 | 5.890 | 4.774 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 12.3B | 8% |
| Annual Yield % from dividends | 1.10 | 2.11 | 52% |
| Returns for 1 year | 15.74 | 13.25 | 119% |
| Returns for 3 years | 37.91 | 35.43 | 107% |
| Returns for 5 years | 31.43 | 32.66 | 96% |
| Returns for 10 years | N/A | 101.00 | - |
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