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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 03, 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: 3.86B vs. UGEIX (79.6M). 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 (0.44). 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 : 59.40 vs. UGEIX (21.00). VGPMX return over 5 years is better than : 118.00 vs. UGEIX (17.04).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.03 | 0.44 | 234% |
| Annual Report Gross Expense Ratio | 1.18 | 0.44 | 268% |
| Fund Existence | 11 years | 42 years | - |
| Gain YTD | 13.030 | 18.524 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 3.86B | 2% |
| Annual Yield % from dividends | 1.60 | 3.31 | 48% |
| Returns for 1 year | 21.00 | 59.40 | 35% |
| Returns for 3 years | 33.20 | 106.38 | 31% |
| Returns for 5 years | 17.04 | 118.00 | 14% |
| Returns for 10 years | 61.38 | 143.19 | 43% |
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