UMEMX
Price
$23.27
Change
+$0.18 (+0.78%)
Updated
Jun 22 closing price
Net Assets
920.04M
VEMRX
Price
$128.25
Change
+$0.70 (+0.55%)
Updated
Jun 22 closing price
Net Assets
162.82B
Interact to see
Advertisement

UMEMX vs VEMRX

UMEMX vs VEMRX Comparison Chart in %
View a ticker or compare two or three
VS
UMEMX vs. VEMRX 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 VEMRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 163B vs. UMEMX (920M). VEMRX pays higher dividends than UMEMX: VEMRX (2.43) vs UMEMX (0.24). UMEMX was incepted earlier than VEMRX: UMEMX (28 years) vs VEMRX (16 years). UMEMX (1.34) is less costly to investors than VEMRX (0.05). UMEMX is a more actively managed with annual turnover of: 56.00 vs. VEMRX (6.00). UMEMX has a lower initial minimum investment than VEMRX: UMEMX (2000) vs VEMRX (100000000). UMEMX annual gain was more profitable for investors over the last year : 61.45 vs. VEMRX (29.80). VEMRX return over 5 years is better than : 25.66 vs. UMEMX (18.34).
UMEMXVEMRXUMEMX / VEMRX
Total Expense Ratio1.130.052,260%
Annual Report Gross Expense Ratio1.340.052,680%
Fund Existence28 years16 years-
Gain YTD40.53613.136309%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets920M163B1%
Annual Yield % from dividends0.242.4310%
Returns for 1 year61.4529.80206%
Returns for 3 years94.3660.82155%
Returns for 5 years18.3425.6671%
Returns for 10 years163.21114.06143%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IEOTX17.95N/A
N/A
Voya Large Cap Growth Port S2
WBSIX40.37N/A
N/A
William Blair Small Cap Growth I
OIEFX26.73N/A
N/A
JPMorgan Equity Income R2
TSLIX6.64N/A
N/A
Transamerica Small Cap Value I
PSVDX22.48N/A
N/A
PGIM Quant Solutions Small-Cap Val R2