Interact to see
Advertisement
Advertisement
USBLX vs VTMFX
USBLX vs VTMFX Comparison
Open Charts USBLX vs VTMFX
USBLX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USBLX vs. VTMFX commentary
Aug 23, 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 StrongBuy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.2B vs. USBLX (933M). USBLX (2.26) and VTMFX (2.22) 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 : 13.50 vs. VTMFX (9.89). USBLX return over 5 years is better than : 35.19 vs. VTMFX (29.86).
| 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 | 6.765 | 4.937 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 933M | 12.2B | 8% |
| Annual Yield % from dividends | 2.26 | 2.22 | 102% |
| Returns for 1 year | 13.50 | 9.89 | 136% |
| Returns for 3 years | 43.56 | 35.50 | 123% |
| Returns for 5 years | 35.19 | 29.86 | 118% |
| Returns for 10 years | 102.38 | 93.91 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ODVYX | 41.35 | 0.89 | +2.20% |
| Invesco Developing Markets Y | |||
| BAFLX | 29.63 | 0.29 | +0.99% |
| Brown Advisory Global Leaders Instl | |||
| WBCIX | 19.56 | 0.18 | +0.93% |
| William Blair Small-Mid Cap Core I | |||
| PYEQX | 29.51 | 0.19 | +0.65% |
| Victory Pioneer Equity Income Y | |||
| NRFYX | 12.54 | 0.01 | +0.08% |
| Natixis AEW Global Focused Real Estate Y | |||