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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$11.16
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets63.49M
Vanguard Global Capital Cycles Investor
Price$13.85
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets1.43B
UGEIX vs VGPMX Comparison Chart
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UGEIX vs. VGPMX commentary
Feb 23, 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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.43B vs. UGEIX (63.5M). VGPMX pays higher dividends than UGEIX: VGPMX (3.26) vs UGEIX (1.73). UGEIX was incepted earlier than VGPMX: UGEIX (10 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. UGEIX (28.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 16.06 vs. UGEIX (-6.40). VGPMX return over 5 years is better than : 70.50 vs. UGEIX (12.00).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 41 years | - |
| Gain YTD | 6.387 | 9.660 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 1.43B | 4% |
| Annual Yield % from dividends | 1.73 | 3.26 | 53% |
| Returns for 1 year | -6.40 | 16.06 | -40% |
| Returns for 3 years | -1.54 | 19.58 | -8% |
| Returns for 5 years | 12.00 | 70.50 | 17% |
| Returns for 10 years | N/A | 50.73 | - |
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