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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$12.53
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets68.95M
Vanguard Global Capital Cycles Investor
Price$17.63
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.01B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Sep 16, 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 UGEIX is a StrongBuy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. UGEIX (69M). VGPMX (1.90) and UGEIX (1.85) have matching dividends . UGEIX was incepted earlier than VGPMX: UGEIX (10 years) vs VGPMX (41 years). UGEIX (1.18) is less costly to investors than VGPMX (0.44). UGEIX is a more actively managed with annual turnover of: 83.00 vs. VGPMX (32.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 31.60 vs. UGEIX (-2.52). VGPMX return over 5 years is better than : 103.08 vs. UGEIX (32.55).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.03 | 0.44 | 234% |
| Annual Report Gross Expense Ratio | 1.18 | 0.44 | 268% |
| Fund Existence | 10 years | 41 years | - |
| Gain YTD | 21.245 | 38.730 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69M | 2.01B | 3% |
| Annual Yield % from dividends | 1.85 | 1.90 | 97% |
| Returns for 1 year | -2.52 | 31.60 | -8% |
| Returns for 3 years | 24.52 | 65.87 | 37% |
| Returns for 5 years | 32.55 | 103.08 | 32% |
| Returns for 10 years | 56.63 | 155.98 | 36% |
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