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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$12.43
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets73.45M
Vanguard Global Capital Cycles Investor
Price$21.75
Change+$0.34 (+1.59%)
VolumeN/A
Net Assets2.91B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Jan 15, 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 Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. UGEIX (73.4M). VGPMX pays higher dividends than UGEIX: VGPMX (2.59) vs UGEIX (1.89). UGEIX was incepted earlier than VGPMX: UGEIX (10 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 (32.00). UGEIX (3000) and VGPMX (3000) have matching initial minimum investment requirements. VGPMX annual gain was more profitable for investors over the last year : 71.31 vs. UGEIX (20.13). VGPMX return over 5 years is better than : 120.32 vs. UGEIX (19.02).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.03 | 0.44 | 234% |
| Annual Report Gross Expense Ratio | 1.18 | 0.44 | 268% |
| Fund Existence | 10 years | 42 years | - |
| Gain YTD | 3.325 | 6.513 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 2.91B | 3% |
| Annual Yield % from dividends | 1.89 | 2.59 | 73% |
| Returns for 1 year | 20.13 | 71.31 | 28% |
| Returns for 3 years | 22.39 | 75.82 | 30% |
| Returns for 5 years | 19.02 | 120.32 | 16% |
| Returns for 10 years | 66.91 | 294.46 | 23% |
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