Interact to see
Advertisement
Advertisement
UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
UMBMX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMBMX vs. VEXMX commentary
Jun 20, 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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.7B vs. UMBMX (4.18B). VEXMX pays higher dividends than UMBMX: VEXMX (0.90) vs UMBMX (0.43). UMBMX was incepted earlier than VEXMX: UMBMX (20 years) vs VEXMX (39 years). UMBMX (0.98) is less costly to investors than VEXMX (0.19). UMBMX is a more actively managed with annual turnover of: 57.00 vs. VEXMX (12.00). VEXMX has a lower initial minimum investment than UMBMX: VEXMX (3000) vs UMBMX (10000). VEXMX annual gain was more profitable for investors over the last year : 29.22 vs. UMBMX (16.17). VEXMX return over 5 years is better than : 33.32 vs. UMBMX (10.64).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.98 | 0.19 | 516% |
| Fund Existence | 20 years | 39 years | - |
| Gain YTD | 14.568 | 15.397 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 93.7B | 4% |
| Annual Yield % from dividends | 0.43 | 0.90 | 48% |
| Returns for 1 year | 16.17 | 29.22 | 55% |
| Returns for 3 years | 35.90 | 63.47 | 57% |
| Returns for 5 years | 10.64 | 33.32 | 32% |
| Returns for 10 years | 91.19 | 190.60 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers