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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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VS
VS
UMBHX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 45.5B vs. UMBHX (251M). VSGIX pays higher dividends than UMBHX: VSGIX (0.45) 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 : 32.38 vs. UMBHX (4.79). VSGIX return over 5 years is better than : 25.47 vs. UMBHX (-28.30).
| 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 | 34.760 | 18.291 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 45.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 4.79 | 32.38 | 15% |
| Returns for 3 years | 12.44 | 62.84 | 20% |
| Returns for 5 years | -28.30 | 25.47 | -111% |
| Returns for 10 years | 35.93 | 202.32 | 18% |
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