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UMBHX vs VSGIX
UMBHX vs VSGIX Comparison
Open Charts UMBHX vs VSGIX
UMBHX vs VSGIX Comparison Chart in %
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UMBHX vs. VSGIX commentary
Jul 14, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 47B vs. UMBHX (241M). VSGIX pays higher dividends than UMBHX: VSGIX (0.42) vs UMBHX (0.00). UMBHX was incepted earlier than VSGIX: UMBHX (40 years) vs VSGIX (26 years). UMBHX (0.89) is less costly to investors than VSGIX (0.05). UMBHX is a more actively managed with annual turnover of: 154.00 vs. VSGIX (24.00). UMBHX has a lower initial minimum investment than VSGIX: UMBHX (10000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 26.88 vs. UMBHX (-3.26). VSGIX return over 5 years is better than : 27.73 vs. UMBHX (-27.76).
| UMBHX | VSGIX | UMBHX / VSGIX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | 31.185 | 17.383 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 47B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -3.26 | 26.88 | -12% |
| Returns for 3 years | 4.11 | 51.28 | 8% |
| Returns for 5 years | -27.76 | 27.73 | -100% |
| Returns for 10 years | 24.53 | 181.67 | 14% |
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