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USBLX vs VTMFX
USBLX vs VTMFX Comparison
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USBLX vs VTMFX Comparison Chart in %
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USBLX vs. VTMFX 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 USBLX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. USBLX (914M). USBLX (2.24) and VTMFX (2.19) have matching dividends . USBLX was incepted earlier than VTMFX: USBLX (38 years) vs VTMFX (32 years). USBLX (0.52) is less costly to investors than VTMFX (0.05). USBLX is a more actively managed with annual turnover of: 16.00 vs. VTMFX (15.00). USBLX has a lower initial minimum investment than VTMFX: USBLX (3000) vs VTMFX (10000). USBLX annual gain was more profitable for investors over the last year : 7.48 vs. VTMFX (5.08). USBLX return over 5 years is better than : 32.49 vs. VTMFX (27.51).
| USBLX | VTMFX | USBLX / VTMFX | |
| Total Expense Ratio | 0.52 | 0.05 | 1,040% |
| Annual Report Gross Expense Ratio | 0.52 | 0.05 | 1,040% |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 4.712 | 3.332 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 914M | 12.3B | 7% |
| Annual Yield % from dividends | 2.24 | 2.19 | 102% |
| Returns for 1 year | 7.48 | 5.08 | 147% |
| Returns for 3 years | 39.43 | 32.14 | 123% |
| Returns for 5 years | 32.49 | 27.51 | 118% |
| Returns for 10 years | 101.68 | 94.10 | 108% |
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