UGTIX
Price
$28.82
Change
+$0.07 (+0.24%)
Updated
Aug 26 closing price
Net Assets
855.16M
VWINX
Price
$26.21
Change
+$0.03 (+0.11%)
Updated
Aug 26 closing price
Net Assets
48.31B
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UGTIX vs VWINX

Header iconUGTIX vs VWINX Comparison
Open Charts UGTIX vs VWINXBanner chart's image
Victory Growth and Tax Strategy Ins
Price$28.82
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets855.16M
Vanguard Wellesley® Income I
Price$26.21
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets48.31B
UGTIX vs VWINX Comparison Chart in %
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UGTIX vs. VWINX commentary
Aug 27, 2025

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 UGTIX is a Buy and VWINX is a Buy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.3B vs. UGTIX (855M). VWINX pays higher dividends than UGTIX: VWINX (3.51) vs UGTIX (1.77). UGTIX was incepted earlier than VWINX: UGTIX (5 years) vs VWINX (55 years). UGTIX (0.55) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. UGTIX (17.00). VWINX has a lower initial minimum investment than UGTIX: VWINX (3000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 6.47 vs. VWINX (2.39). UGTIX return over 5 years is better than : 39.69 vs. VWINX (3.83).
UGTIXVWINXUGTIX / VWINX
Total Expense Ratio0.540.23235%
Annual Report Gross Expense Ratio0.550.23239%
Fund Existence5 years55 years-
Gain YTD4.3537.02662%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets855M48.3B2%
Annual Yield % from dividends1.773.5151%
Returns for 1 year6.472.39271%
Returns for 3 years32.676.96470%
Returns for 5 years39.693.831,036%
Returns for 10 yearsN/A27.33-
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