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USBLX vs VTMFX
USBLX vs VTMFX Comparison
Open Charts USBLX vs VTMFX
USBLX vs VTMFX Comparison Chart in %
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USBLX vs. VTMFX 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 USBLX is a Buy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. USBLX (927M). VTMFX (2.11) and USBLX (2.01) have matching dividends . USBLX was incepted earlier than VTMFX: USBLX (37 years) vs VTMFX (32 years). USBLX (0.50) 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 : 16.95 vs. VTMFX (13.25). USBLX return over 5 years is better than : 38.55 vs. VTMFX (32.66).
| USBLX | VTMFX | USBLX / VTMFX | |
| Total Expense Ratio | 0.50 | 0.05 | 1,000% |
| Annual Report Gross Expense Ratio | 0.50 | 0.05 | 1,000% |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 6.395 | 4.774 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 927M | 12.3B | 8% |
| Annual Yield % from dividends | 2.01 | 2.11 | 95% |
| Returns for 1 year | 16.95 | 13.25 | 128% |
| Returns for 3 years | 42.33 | 35.43 | 119% |
| Returns for 5 years | 38.55 | 32.66 | 118% |
| Returns for 10 years | 107.81 | 101.00 | 107% |
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