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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
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UMBMX vs VEXMX Comparison Chart in %
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UMBMX vs. VEXMX 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 UMBMX is a Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. UMBMX (4.09B). VEXMX pays higher dividends than UMBMX: VEXMX (0.88) 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 : 12.24 vs. UMBMX (1.97). VEXMX return over 5 years is better than : 27.72 vs. UMBMX (1.56).
| 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 | 9.959 | 13.020 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 95.3B | 4% |
| Annual Yield % from dividends | 0.43 | 0.88 | 49% |
| Returns for 1 year | 1.97 | 12.24 | 16% |
| Returns for 3 years | 31.98 | 59.59 | 54% |
| Returns for 5 years | 1.56 | 27.72 | 6% |
| Returns for 10 years | 81.68 | 174.84 | 47% |
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