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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$11.88
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets65.86M
Vanguard Global Capital Cycles Investor
Price$15.85
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets1.85B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.85B vs. UGEIX (65.9M). VGPMX (2.03) and UGEIX (1.93) 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 : 24.27 vs. UGEIX (-2.10). VGPMX return over 5 years is better than : 87.93 vs. UGEIX (26.41).
| 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 | 14.192 | 24.714 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 1.85B | 4% |
| Annual Yield % from dividends | 1.93 | 2.03 | 95% |
| Returns for 1 year | -2.10 | 24.27 | -9% |
| Returns for 3 years | 11.07 | 47.46 | 23% |
| Returns for 5 years | 26.41 | 87.93 | 30% |
| Returns for 10 years | 35.42 | 130.12 | 27% |
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