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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$12.99
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets71.33M
Vanguard Global Capital Cycles Investor
Price$19.37
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets2.47B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Nov 14, 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 UGEIX is a Hold and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. UGEIX (71.3M). VGPMX (1.66) and UGEIX (1.65) have matching dividends . 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 : 47.27 vs. UGEIX (-0.08). VGPMX return over 5 years is better than : 125.70 vs. UGEIX (31.90).
| 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 | 26.594 | 55.596 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.3M | 2.47B | 3% |
| Annual Yield % from dividends | 1.65 | 1.66 | 99% |
| Returns for 1 year | -0.08 | 47.27 | -0% |
| Returns for 3 years | 22.52 | 75.05 | 30% |
| Returns for 5 years | 31.90 | 125.70 | 25% |
| Returns for 10 years | 60.73 | 216.52 | 28% |
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