Interact to see
Advertisement
Advertisement
UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
UGEIX vs VGPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGEIX vs. VGPMX commentary
Jul 14, 2026
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 StrongBuy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 3.67B vs. UGEIX (80.5M). VGPMX pays higher dividends than UGEIX: VGPMX (3.46) vs UGEIX (1.61). UGEIX was incepted earlier than VGPMX: UGEIX (11 years) vs VGPMX (42 years). UGEIX (1.07) is less costly to investors than VGPMX (0.42). VGPMX is a more actively managed with annual turnover of: 50.00 vs. UGEIX (16.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 46.06 vs. UGEIX (19.17). VGPMX return over 5 years is better than : 118.98 vs. UGEIX (19.30).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.02 | 0.42 | 243% |
| Annual Report Gross Expense Ratio | 1.07 | 0.42 | 255% |
| Fund Existence | 11 years | 42 years | - |
| Gain YTD | 15.972 | 13.460 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.5M | 3.67B | 2% |
| Annual Yield % from dividends | 1.61 | 3.46 | 46% |
| Returns for 1 year | 19.17 | 46.06 | 42% |
| Returns for 3 years | 31.03 | 88.78 | 35% |
| Returns for 5 years | 19.30 | 118.98 | 16% |
| Returns for 10 years | 62.74 | 100.91 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers