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UMBHX vs VSGAX
UMBHX vs VSGAX Comparison
Open Charts UMBHX vs VSGAX
UMBHX vs VSGAX Comparison Chart in %
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VS
VS
UMBHX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 47B vs. UMBHX (229M). VSGAX pays higher dividends than UMBHX: VSGAX (0.44) vs UMBHX (0.00). UMBHX was incepted earlier than VSGAX: UMBHX (40 years) vs VSGAX (15 years). UMBHX (0.89) is less costly to investors than VSGAX (0.07). UMBHX is a more actively managed with annual turnover of: 154.00 vs. VSGAX (24.00). VSGAX has a lower initial minimum investment than UMBHX: VSGAX (3000) vs UMBHX (10000). VSGAX annual gain was more profitable for investors over the last year : 20.68 vs. UMBHX (-10.12). VSGAX return over 5 years is better than : 19.83 vs. UMBHX (-32.21).
| UMBHX | VSGAX | UMBHX / VSGAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 40 years | 15 years | - |
| Gain YTD | 24.130 | 12.836 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 47B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -10.12 | 20.68 | -49% |
| Returns for 3 years | -2.73 | 43.79 | -6% |
| Returns for 5 years | -32.21 | 19.83 | -162% |
| Returns for 10 years | 18.95 | 169.41 | 11% |
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