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UGTCX vs VTMFX
UGTCX vs VTMFX Comparison
Open Charts UGTCX vs VTMFX
Victory Growth and Tax Strategy C
Price$29.97
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets898.34M
Vanguard Tax-Managed Balanced Adm
Price$49.70
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets11.52B
UGTCX vs VTMFX Comparison Chart in %
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UGTCX vs. VTMFX commentary
Jan 15, 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 UGTCX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. UGTCX (898M). VTMFX pays higher dividends than UGTCX: VTMFX (2.14) vs UGTCX (1.07). UGTCX was incepted earlier than VTMFX: UGTCX (6 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 annual gain was more profitable for investors over the last year : 11.23 vs. VTMFX (10.58). VTMFX (35.60) and UGTCX (33.88) 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 | 6 years | 31 years | - |
| Gain YTD | 0.841 | 0.975 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 11.5B | 8% |
| Annual Yield % from dividends | 1.07 | 2.14 | 50% |
| Returns for 1 year | 11.23 | 10.58 | 106% |
| Returns for 3 years | 36.72 | 35.54 | 103% |
| Returns for 5 years | 33.88 | 35.60 | 95% |
| Returns for 10 years | N/A | 103.59 | - |
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