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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
UMBHX vs. VSGAX commentary
Jun 24, 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 Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 45.5B vs. UMBHX (251M). 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 : 32.36 vs. UMBHX (4.79). VSGAX return over 5 years is better than : 25.43 vs. UMBHX (-28.30).
| 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 | 34.760 | 18.272 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 45.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 4.79 | 32.36 | 15% |
| Returns for 3 years | 12.44 | 62.81 | 20% |
| Returns for 5 years | -28.30 | 25.43 | -111% |
| Returns for 10 years | 35.93 | 202.16 | 18% |
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