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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 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 3.67B vs. UGEIX (82.9M). 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 : 51.10 vs. UGEIX (23.92). VGPMX return over 5 years is better than : 121.24 vs. UGEIX (22.81).
| 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 | 19.667 | 15.378 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.9M | 3.67B | 2% |
| Annual Yield % from dividends | 1.53 | 3.35 | 46% |
| Returns for 1 year | 23.92 | 51.10 | 47% |
| Returns for 3 years | 33.42 | 91.51 | 37% |
| Returns for 5 years | 22.81 | 121.24 | 19% |
| Returns for 10 years | 69.46 | 93.47 | 74% |
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