Interact to see
Advertisement
Advertisement
UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$11.82
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets66.23M
Vanguard Global Capital Cycles Investor
Price$16.02
Change+$0.15 (+0.95%)
VolumeN/A
Net Assets1.72B
UGEIX vs VGPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGEIX vs. VGPMX commentary
Jul 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. UGEIX (66.2M). VGPMX (2.00) and UGEIX (1.94) have matching dividends . 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). 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 : 21.21 vs. UGEIX (-4.90). VGPMX return over 5 years is better than : 109.04 vs. UGEIX (33.22).
| 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 | 13.709 | 25.665 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.2M | 1.72B | 4% |
| Annual Yield % from dividends | 1.94 | 2.00 | 97% |
| Returns for 1 year | -4.90 | 21.21 | -23% |
| Returns for 3 years | 15.27 | 49.55 | 31% |
| Returns for 5 years | 33.22 | 109.04 | 30% |
| Returns for 10 years | N/A | 91.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement