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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
Sep 12, 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: 44.7B vs. UMBHX (218M). VSGIX pays higher dividends than UMBHX: VSGIX (0.44) 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 : 12.29 vs. UMBHX (-18.68). VSGIX return over 5 years is better than : 17.58 vs. UMBHX (-35.58).
| 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 | 19.567 | 12.014 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 44.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -18.68 | 12.29 | -152% |
| Returns for 3 years | 2.75 | 51.13 | 5% |
| Returns for 5 years | -35.58 | 17.58 | -202% |
| Returns for 10 years | 14.63 | 168.27 | 9% |
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