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UPDDX vs VIGIX
UPDDX vs VIGIX Comparison
Open Charts UPDDX vs VIGIX
Upright Growth & Income
Price$19.00
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets3.23M
Vanguard Growth Index Institutional
Price$210.29
Change+$0.59 (+0.28%)
VolumeN/A
Net Assets269.26B
UPDDX vs VIGIX Comparison Chart
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UPDDX vs. VIGIX commentary
May 24, 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 UPDDX is a Buy and VIGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 269B vs. UPDDX (3.23M). VIGIX pays higher dividends than UPDDX: VIGIX (0.51) vs UPDDX (0.00). UPDDX was incepted earlier than VIGIX: UPDDX (8 years) vs VIGIX (27 years). UPDDX (2.81) is less costly to investors than VIGIX (0.04). VIGIX is a more actively managed with annual turnover of: 11.00 vs. UPDDX (0.00). UPDDX has a lower initial minimum investment than VIGIX: UPDDX (2000) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : 15.39 vs. UPDDX (14.04). UPDDX return over 5 years is better than : 152.10 vs. VIGIX (115.27).
| UPDDX | VIGIX | UPDDX / VIGIX | |
| Total Expense Ratio | 2.81 | 0.04 | 7,025% |
| Annual Report Gross Expense Ratio | 2.81 | 0.04 | 7,025% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -2.625 | -0.724 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23M | 269B | 0% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 14.04 | 15.39 | 91% |
| Returns for 3 years | 54.49 | 75.01 | 73% |
| Returns for 5 years | 152.10 | 115.27 | 132% |
| Returns for 10 years | N/A | 271.19 | - |
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