Ad is loading...
UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$10.77
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets60.21M
Vanguard Global Capital Cycles Investor
Price$13.84
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.59B
UGEIX vs VGPMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UGEIX vs. VGPMX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.59B vs. UGEIX (60.2M). VGPMX pays higher dividends than UGEIX: VGPMX (2.27) vs UGEIX (1.85). UGEIX was incepted earlier than VGPMX: UGEIX (10 years) vs VGPMX (41 years). UGEIX (1.19) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 67.00 vs. UGEIX (43.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 8.87 vs. UGEIX (-11.24). VGPMX return over 5 years is better than : 102.26 vs. UGEIX (31.79).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.02 | 0.44 | 232% |
| Annual Report Gross Expense Ratio | 1.19 | 0.44 | 270% |
| Fund Existence | 10 years | 41 years | - |
| Gain YTD | 2.456 | 9.432 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 1.59B | 4% |
| Annual Yield % from dividends | 1.85 | 2.27 | 81% |
| Returns for 1 year | -11.24 | 8.87 | -127% |
| Returns for 3 years | -5.29 | 18.21 | -29% |
| Returns for 5 years | 31.79 | 102.26 | 31% |
| Returns for 10 years | N/A | 55.32 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...