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UMBHX vs VISGX
UMBHX vs VISGX Comparison
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UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX 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 UMBHX is a Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 43.9B vs. UMBHX (233M). VISGX pays higher dividends than UMBHX: VISGX (0.33) vs UMBHX (0.00). UMBHX was incepted earlier than VISGX: UMBHX (40 years) vs VISGX (28 years). UMBHX (0.89) is less costly to investors than VISGX (0.19). UMBHX is a more actively managed with annual turnover of: 154.00 vs. VISGX (24.00). VISGX has a lower initial minimum investment than UMBHX: VISGX (0) vs UMBHX (10000). VISGX annual gain was more profitable for investors over the last year : 26.36 vs. UMBHX (-7.47). VISGX return over 5 years is better than : 29.67 vs. UMBHX (-28.89).
| UMBHX | VISGX | UMBHX / VISGX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 0.89 | 0.19 | 468% |
| Fund Existence | 40 years | 28 years | - |
| Gain YTD | 26.999 | 18.831 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 43.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.33 | - |
| Returns for 1 year | -7.47 | 26.36 | -28% |
| Returns for 3 years | 7.61 | 62.59 | 12% |
| Returns for 5 years | -28.89 | 29.67 | -97% |
| Returns for 10 years | 18.96 | 175.15 | 11% |
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