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UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
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UMBMX vs VEXAX Comparison Chart in %
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UMBMX vs. VEXAX 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 UMBMX is a StrongBuy and VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 97.7B vs. UMBMX (4.18B). VEXAX pays higher dividends than UMBMX: VEXAX (0.99) vs UMBMX (0.42). UMBMX was incepted earlier than VEXAX: UMBMX (20 years) vs VEXAX (26 years). UMBMX (0.98) is less costly to investors than VEXAX (0.05). UMBMX is a more actively managed with annual turnover of: 57.00 vs. VEXAX (12.00). VEXAX has a lower initial minimum investment than UMBMX: VEXAX (3000) vs UMBMX (10000). VEXAX annual gain was more profitable for investors over the last year : 23.52 vs. UMBMX (11.67). VEXAX return over 5 years is better than : 34.01 vs. UMBMX (7.09).
| UMBMX | VEXAX | UMBMX / VEXAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 14.115 | 15.587 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 97.7B | 4% |
| Annual Yield % from dividends | 0.42 | 0.99 | 42% |
| Returns for 1 year | 11.67 | 23.52 | 50% |
| Returns for 3 years | 32.56 | 59.16 | 55% |
| Returns for 5 years | 7.09 | 34.01 | 21% |
| Returns for 10 years | 84.30 | 182.06 | 46% |
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