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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$12.75
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets70.26M
Vanguard Global Capital Cycles Investor
Price$18.89
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets2.34B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Oct 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 UGEIX is a Hold and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. UGEIX (70.3M). VGPMX (1.70) and UGEIX (1.66) 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 : 35.40 vs. UGEIX (-1.71). VGPMX return over 5 years is better than : 124.87 vs. UGEIX (33.15).
| 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 | 23.589 | 49.578 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.3M | 2.34B | 3% |
| Annual Yield % from dividends | 1.66 | 1.70 | 98% |
| Returns for 1 year | -1.71 | 35.40 | -5% |
| Returns for 3 years | 26.40 | 81.57 | 32% |
| Returns for 5 years | 33.15 | 124.87 | 27% |
| Returns for 10 years | 52.35 | 163.73 | 32% |
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