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UMBMX vs VIEIX
UMBMX vs VIEIX Comparison
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UMBMX vs VIEIX Comparison Chart in %
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UMBMX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 97.7B vs. UMBMX (4.18B). VIEIX pays higher dividends than UMBMX: VIEIX (1.00) vs UMBMX (0.42). UMBMX was incepted earlier than VIEIX: UMBMX (20 years) vs VIEIX (29 years). UMBMX (0.98) is less costly to investors than VIEIX (0.04). UMBMX is a more actively managed with annual turnover of: 57.00 vs. VIEIX (12.00). UMBMX has a lower initial minimum investment than VIEIX: UMBMX (10000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 23.53 vs. UMBMX (11.67). VIEIX return over 5 years is better than : 34.02 vs. UMBMX (7.09).
| UMBMX | VIEIX | UMBMX / VIEIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 14.115 | 15.589 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 97.7B | 4% |
| Annual Yield % from dividends | 0.42 | 1.00 | 42% |
| Returns for 1 year | 11.67 | 23.53 | 50% |
| Returns for 3 years | 32.56 | 59.17 | 55% |
| Returns for 5 years | 7.09 | 34.02 | 21% |
| Returns for 10 years | 84.30 | 182.13 | 46% |
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