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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Aug 23, 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 Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 3.74B vs. UGEIX (84.5M). VGPMX pays higher dividends than UGEIX: VGPMX (3.35) vs UGEIX (1.53). 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 : 54.17 vs. UGEIX (20.90). VGPMX return over 5 years is better than : 141.49 vs. UGEIX (23.69).
| 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 | 21.934 | 23.145 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.5M | 3.74B | 2% |
| Annual Yield % from dividends | 1.53 | 3.35 | 46% |
| Returns for 1 year | 20.90 | 54.17 | 39% |
| Returns for 3 years | 40.92 | 115.52 | 35% |
| Returns for 5 years | 23.69 | 141.49 | 17% |
| Returns for 10 years | 70.07 | 117.51 | 60% |
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