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USBLX vs VTMFX
USBLX vs VTMFX Comparison
Open Charts USBLX vs VTMFX
Victory Growth and Tax Strategy
Price$30.35
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
USBLX vs VTMFX Comparison Chart in %
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USBLX vs. VTMFX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. USBLX (893M). VTMFX pays higher dividends than USBLX: VTMFX (2.11) vs USBLX (1.94). USBLX was incepted earlier than VTMFX: USBLX (37 years) vs VTMFX (31 years). USBLX (0.50) is less costly to investors than VTMFX (0.09). VTMFX is a more actively managed with annual turnover of: 20.00 vs. USBLX (17.00). 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 : 9.90 vs. VTMFX (8.45). USBLX return over 5 years is better than : 38.51 vs. VTMFX (33.48).
| USBLX | VTMFX | USBLX / VTMFX | |
| Total Expense Ratio | 0.50 | 0.09 | 556% |
| Annual Report Gross Expense Ratio | 0.50 | 0.09 | 556% |
| Fund Existence | 37 years | 31 years | - |
| Gain YTD | 0.898 | 1.056 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 893M | 11.5B | 8% |
| Annual Yield % from dividends | 1.94 | 2.11 | 92% |
| Returns for 1 year | 9.90 | 8.45 | 117% |
| Returns for 3 years | 38.41 | 32.78 | 117% |
| Returns for 5 years | 38.51 | 33.48 | 115% |
| Returns for 10 years | 108.45 | 103.36 | 105% |
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