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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
Aug 23, 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 StrongBuy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.2B vs. UGTCX (933M). VTMFX pays higher dividends than UGTCX: VTMFX (2.22) vs UGTCX (1.30). 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 : 12.35 vs. VTMFX (9.89). VTMFX return over 5 years is better than : 29.86 vs. UGTCX (28.23).
| 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 | 6.059 | 4.937 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 12.2B | 8% |
| Annual Yield % from dividends | 1.30 | 2.22 | 59% |
| Returns for 1 year | 12.35 | 9.89 | 125% |
| Returns for 3 years | 39.08 | 35.50 | 110% |
| Returns for 5 years | 28.23 | 29.86 | 95% |
| Returns for 10 years | N/A | 93.91 | - |
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