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USBLX vs VTMFX
USBLX vs VTMFX Comparison
Open Charts USBLX vs VTMFX
Victory Growth and Tax Strategy
Price$30.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets896.25M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.51B
USBLX vs VTMFX Comparison Chart in %
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USBLX vs. VTMFX commentary
Dec 27, 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 USBLX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. USBLX (896M). VTMFX pays higher dividends than USBLX: VTMFX (2.07) vs USBLX (1.76). 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 : 9.15 vs. VTMFX (8.08). USBLX return over 5 years is better than : 41.23 vs. VTMFX (36.04).
| 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 | 10.331 | 9.454 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 896M | 11.5B | 8% |
| Annual Yield % from dividends | 1.76 | 2.07 | 85% |
| Returns for 1 year | 9.15 | 8.08 | 113% |
| Returns for 3 years | 44.70 | 38.70 | 115% |
| Returns for 5 years | 41.23 | 36.04 | 114% |
| Returns for 10 years | 98.96 | 94.86 | 104% |
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