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UMBHX vs VISGX
UMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGX
UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX commentary
Aug 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 UMBHX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 47B vs. UMBHX (229M). 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 : 20.64 vs. UMBHX (-10.12). VISGX return over 5 years is better than : 19.60 vs. UMBHX (-32.21).
| 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 | 24.130 | 12.808 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 47B | 0% |
| Annual Yield % from dividends | 0.00 | 0.33 | - |
| Returns for 1 year | -10.12 | 20.64 | -49% |
| Returns for 3 years | -2.73 | 43.62 | -6% |
| Returns for 5 years | -32.21 | 19.60 | -164% |
| Returns for 10 years | 18.95 | 168.33 | 11% |
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