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UVABX vs VMTTX
UVABX vs VMTTX Comparison
Open Charts UVABX vs VMTTX
Victory VA Bond
Price$10.04
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets469.2M
Viking Tax-Free for Montana A
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets55.12M
UVABX vs VMTTX Comparison Chart
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UVABX vs. VMTTX commentary
May 24, 2025
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 UVABX is a Hold and VMTTX is a Hold.
FUNDAMENTALS
Fundamentals
UVABX has more cash in the bank: 469M vs. VMTTX (55.1M). VMTTX (2.94) and UVABX (2.85) have matching dividends . UVABX was incepted earlier than VMTTX: UVABX (15 years) vs VMTTX (26 years). VMTTX (1.17) is less costly to investors than UVABX (0.87). VMTTX is a more actively managed with annual turnover of: 31.96 vs. UVABX (6.00). VMTTX initial investment is less costly to investors than UVABX (2%) vs UVABX (2%). VMTTX has a lower initial minimum investment than UVABX: VMTTX (1000) vs UVABX (2500). VMTTX annual gain was more profitable for investors over the last year : -0.24 vs. UVABX (-0.36). UVABX return over 5 years is better than : 0.90 vs. VMTTX (-3.68).
| UVABX | VMTTX | UVABX / VMTTX | |
| Total Expense Ratio | 0.80 | 0.98 | 82% |
| Annual Report Gross Expense Ratio | 0.87 | 1.17 | 74% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -2.721 | -1.565 | 174% |
| Front Load | 2% | 3% | 90% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 55.1M | 851% |
| Annual Yield % from dividends | 2.85 | 2.94 | 97% |
| Returns for 1 year | -0.36 | -0.24 | 150% |
| Returns for 3 years | 5.15 | 3.49 | 148% |
| Returns for 5 years | 0.90 | -3.68 | -24% |
| Returns for 10 years | 4.17 | 8.63 | 48% |
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