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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$10.81
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets62.24M
Vanguard Global Capital Cycles Investor
Price$13.09
Change+$0.13 (+1.00%)
VolumeN/A
Net Assets1.38B
UGEIX vs VGPMX Comparison Chart
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UGEIX vs. VGPMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.38B vs. UGEIX (62.2M). VGPMX pays higher dividends than UGEIX: VGPMX (3.26) vs UGEIX (1.73). UGEIX was incepted earlier than VGPMX: UGEIX (9 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. UGEIX (28.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 12.42 vs. UGEIX (-4.79). VGPMX return over 5 years is better than : 58.45 vs. UGEIX (7.13).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 41 years | - |
| Gain YTD | 3.051 | 3.642 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 1.38B | 4% |
| Annual Yield % from dividends | 1.73 | 3.26 | 53% |
| Returns for 1 year | -4.79 | 12.42 | -39% |
| Returns for 3 years | -8.64 | 15.59 | -55% |
| Returns for 5 years | 7.13 | 58.45 | 12% |
| Returns for 10 years | N/A | 34.42 | - |
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