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UGTIX vs VTMFX
UGTIX vs VTMFX Comparison
Open Charts UGTIX vs VTMFX
UGTIX vs VTMFX Comparison Chart in %
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UGTIX 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 UGTIX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.9B vs. UGTIX (932M). VTMFX pays higher dividends than UGTIX: VTMFX (2.11) vs UGTIX (1.98). UGTIX was incepted earlier than VTMFX: UGTIX (6 years) vs VTMFX (32 years). UGTIX (0.55) is less costly to investors than VTMFX (0.05). UGTIX is a more actively managed with annual turnover of: 17.00 vs. VTMFX (15.00). VTMFX has a lower initial minimum investment than UGTIX: VTMFX (10000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 17.67 vs. VTMFX (14.44). UGTIX return over 5 years is better than : 39.34 vs. VTMFX (34.17).
| UGTIX | VTMFX | UGTIX / VTMFX | |
| Total Expense Ratio | 0.54 | 0.05 | 1,080% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 6.459 | 5.181 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 11.9B | 8% |
| Annual Yield % from dividends | 1.98 | 2.11 | 94% |
| Returns for 1 year | 17.67 | 14.44 | 122% |
| Returns for 3 years | 44.01 | 37.15 | 118% |
| Returns for 5 years | 39.34 | 34.17 | 115% |
| Returns for 10 years | N/A | 99.15 | - |
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