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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$10.75
Change-$0.40 (-3.59%)
VolumeN/A
Net Assets62.78M
Vanguard Global Capital Cycles Investor
Price$13.69
Change-$0.29 (-2.07%)
VolumeN/A
Net Assets1.51B
UGEIX vs VGPMX Comparison Chart
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UGEIX vs. VGPMX commentary
Apr 05, 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: 1.51B vs. UGEIX (62.8M). 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 : 8.09 vs. UGEIX (-10.37). VGPMX return over 5 years is better than : 130.18 vs. UGEIX (52.00).
| 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 | 6.566 | 10.699 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.8M | 1.51B | 4% |
| Annual Yield % from dividends | 1.85 | 2.27 | 81% |
| Returns for 1 year | -10.37 | 8.09 | -128% |
| Returns for 3 years | -4.51 | 12.08 | -37% |
| Returns for 5 years | 52.00 | 130.18 | 40% |
| Returns for 10 years | N/A | 60.96 | - |
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