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UVAIX vs VMTTX
UVAIX vs VMTTX Comparison
Open Charts UVAIX vs VMTTX
Victory VA Bond Institutional
Price$10.04
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets469.2M
Viking Tax-Free for Montana A
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets55.12M
UVAIX vs VMTTX Comparison Chart
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UVAIX 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 UVAIX is a Hold and VMTTX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 469M vs. VMTTX (55.1M). UVAIX pays higher dividends than VMTTX: UVAIX (3.13) vs VMTTX (2.94). UVAIX was incepted earlier than VMTTX: UVAIX (5 years) vs VMTTX (26 years). VMTTX (1.17) is less costly to investors than UVAIX (0.59). VMTTX is a more actively managed with annual turnover of: 31.96 vs. UVAIX (6.00). VMTTX has a lower initial minimum investment than UVAIX: VMTTX (1000) vs UVAIX (1000000). UVAIX annual gain was more profitable for investors over the last year : -0.09 vs. VMTTX (-0.24).
| UVAIX | VMTTX | UVAIX / VMTTX | |
| Total Expense Ratio | 0.52 | 0.98 | 53% |
| Annual Report Gross Expense Ratio | 0.59 | 1.17 | 50% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | -2.635 | -1.565 | 168% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 55.1M | 851% |
| Annual Yield % from dividends | 3.13 | 2.94 | 107% |
| Returns for 1 year | -0.09 | -0.24 | 37% |
| Returns for 3 years | 6.12 | 3.49 | 175% |
| Returns for 5 years | N/A | -3.68 | - |
| Returns for 10 years | N/A | 8.63 | - |
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