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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. USBLX (934M). VTMFX pays higher dividends than USBLX: VTMFX (2.75) vs USBLX (2.24). 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 : 14.56 vs. VTMFX (10.96). USBLX return over 5 years is better than : 36.40 vs. VTMFX (30.62).
| 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 | 6.934 | 4.734 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 934M | 12.3B | 8% |
| Annual Yield % from dividends | 2.24 | 2.75 | 81% |
| Returns for 1 year | 14.56 | 10.96 | 133% |
| Returns for 3 years | 40.39 | 32.68 | 124% |
| Returns for 5 years | 36.40 | 30.62 | 119% |
| Returns for 10 years | 104.26 | 95.40 | 109% |
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