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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$12.89
Change+$0.25 (+1.98%)
VolumeN/A
Net Assets76.96M
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Feb 04, 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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. UGEIX (77M). VGPMX pays higher dividends than UGEIX: VGPMX (2.36) vs UGEIX (1.80). UGEIX was incepted earlier than VGPMX: UGEIX (11 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 : 75.86 vs. UGEIX (21.36). VGPMX return over 5 years is better than : 135.64 vs. UGEIX (23.32).
| UGEIX | VGPMX | UGEIX / VGPMX | |
| Total Expense Ratio | 1.03 | 0.44 | 234% |
| Annual Report Gross Expense Ratio | 1.18 | 0.44 | 268% |
| Fund Existence | 11 years | 42 years | - |
| Gain YTD | 7.149 | 12.439 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77M | 2.91B | 3% |
| Annual Yield % from dividends | 1.80 | 2.36 | 76% |
| Returns for 1 year | 21.36 | 75.86 | 28% |
| Returns for 3 years | 25.64 | 90.49 | 28% |
| Returns for 5 years | 23.32 | 135.64 | 17% |
| Returns for 10 years | 69.92 | 245.29 | 29% |
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