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UGTIX vs VWINX
UGTIX vs VWINX Comparison
Open Charts UGTIX vs VWINX
UGTIX vs VWINX Comparison Chart in %
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UGTIX vs. VWINX commentary
Sep 21, 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 UGTIX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 46.9B vs. UGTIX (913M). VWINX pays higher dividends than UGTIX: VWINX (3.45) vs UGTIX (2.20). UGTIX was incepted earlier than VWINX: UGTIX (6 years) vs VWINX (56 years). UGTIX (0.56) is less costly to investors than VWINX (0.22). VWINX is a more actively managed with annual turnover of: 63.00 vs. UGTIX (16.00). 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 : 7.63 vs. VWINX (-1.67). UGTIX return over 5 years is better than : 33.26 vs. VWINX (-4.72).
| UGTIX | VWINX | UGTIX / VWINX | |
| Total Expense Ratio | 0.56 | 0.22 | 255% |
| Annual Report Gross Expense Ratio | 0.56 | 0.22 | 255% |
| Fund Existence | 6 years | 56 years | - |
| Gain YTD | 5.142 | 0.969 | 531% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 913M | 46.9B | 2% |
| Annual Yield % from dividends | 2.20 | 3.45 | 64% |
| Returns for 1 year | 7.63 | -1.67 | -458% |
| Returns for 3 years | 40.41 | 12.52 | 323% |
| Returns for 5 years | 33.26 | -4.72 | -704% |
| Returns for 10 years | N/A | 19.01 | - |
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