UMEMX
Price
$23.27
Change
+$0.18 (+0.78%)
Updated
Jun 22 closing price
Net Assets
920.04M
VEMAX
Price
$50.70
Change
+$0.28 (+0.56%)
Updated
Jun 22 closing price
Net Assets
162.82B
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UMEMX vs VEMAX

UMEMX vs VEMAX Comparison Chart in %
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UMEMX vs. VEMAX commentary
Jun 24, 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 UMEMX is a Hold and VEMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 163B vs. UMEMX (920M). VEMAX pays higher dividends than UMEMX: VEMAX (2.39) vs UMEMX (0.24). UMEMX was incepted earlier than VEMAX: UMEMX (28 years) vs VEMAX (20 years). UMEMX (1.34) is less costly to investors than VEMAX (0.13). UMEMX is a more actively managed with annual turnover of: 56.00 vs. VEMAX (6.00). UMEMX has a lower initial minimum investment than VEMAX: UMEMX (2000) vs VEMAX (3000). UMEMX annual gain was more profitable for investors over the last year : 61.45 vs. VEMAX (29.72). VEMAX return over 5 years is better than : 25.39 vs. UMEMX (18.34).
UMEMXVEMAXUMEMX / VEMAX
Total Expense Ratio1.130.13869%
Annual Report Gross Expense Ratio1.340.131,031%
Fund Existence28 years20 years-
Gain YTD40.53613.099309%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets920M163B1%
Annual Yield % from dividends0.242.3910%
Returns for 1 year61.4529.72207%
Returns for 3 years94.3660.62156%
Returns for 5 years18.3425.3972%
Returns for 10 years163.21113.29144%
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