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UGTCX vs VTMFX
UGTCX vs VTMFX Comparison
Open Charts UGTCX vs VTMFX
Victory Growth and Tax Strategy C
Price$29.90
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets894.55M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
UGTCX vs VTMFX Comparison Chart in %
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UGTCX vs. VTMFX commentary
Dec 25, 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 UGTCX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. UGTCX (895M). VTMFX pays higher dividends than UGTCX: VTMFX (2.07) vs UGTCX (0.89). UGTCX was incepted earlier than VTMFX: UGTCX (5 years) vs VTMFX (31 years). UGTCX (1.72) is less costly to investors than VTMFX (0.09). VTMFX is a more actively managed with annual turnover of: 20.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than VTMFX: UGTCX (2500) vs VTMFX (10000). UGTCX (8.26) and VTMFX (8.08) have marching annual gain over last year. VTMFX (36.04) and UGTCX (34.31) have equivalent 5 years return.
| UGTCX | VTMFX | UGTCX / VTMFX | |
| Total Expense Ratio | 1.58 | 0.09 | 1,756% |
| Annual Report Gross Expense Ratio | 1.72 | 0.09 | 1,911% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 9.442 | 9.454 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 11.5B | 8% |
| Annual Yield % from dividends | 0.89 | 2.07 | 43% |
| Returns for 1 year | 8.26 | 8.08 | 102% |
| Returns for 3 years | 40.51 | 38.70 | 105% |
| Returns for 5 years | 34.31 | 36.04 | 95% |
| Returns for 10 years | N/A | 94.86 | - |
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