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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
Jun 24, 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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 3.94B vs. UGEIX (79.4M). VGPMX pays higher dividends than UGEIX: VGPMX (3.31) vs UGEIX (1.60). UGEIX was incepted earlier than VGPMX: UGEIX (11 years) vs VGPMX (42 years). UGEIX (1.18) is less costly to investors than VGPMX (0.42). UGEIX is a more actively managed with annual turnover of: 83.00 vs. VGPMX (50.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 51.43 vs. UGEIX (20.67). VGPMX return over 5 years is better than : 120.72 vs. UGEIX (18.69).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.03 | 0.42 | 245% |
| Annual Report Gross Expense Ratio | 1.18 | 0.42 | 281% |
| Fund Existence | 11 years | 42 years | - |
| Gain YTD | 12.949 | 14.149 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 3.94B | 2% |
| Annual Yield % from dividends | 1.60 | 3.31 | 48% |
| Returns for 1 year | 20.67 | 51.43 | 40% |
| Returns for 3 years | 31.74 | 98.93 | 32% |
| Returns for 5 years | 18.69 | 120.72 | 15% |
| Returns for 10 years | 65.87 | 127.82 | 52% |
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