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UGEIX vs VGPMX
UGEIX vs VGPMX Comparison
Open Charts UGEIX vs VGPMX
Victory Global Equity Income
Price$13.13
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets71.61M
Vanguard Global Capital Cycles Investor
Price$20.15
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets2.47B
UGEIX vs VGPMX Comparison Chart in %
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UGEIX vs. VGPMX commentary
Dec 05, 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 Buy and VGPMX is a Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. UGEIX (71.6M). UGEIX (1.61) and VGPMX (1.59) 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 : 48.36 vs. UGEIX (-0.95). VGPMX return over 5 years is better than : 116.49 vs. UGEIX (29.76).
| 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 | 27.272 | 59.555 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 2.47B | 3% |
| Annual Yield % from dividends | 1.61 | 1.59 | 102% |
| Returns for 1 year | -0.95 | 48.36 | -2% |
| Returns for 3 years | 19.80 | 69.91 | 28% |
| Returns for 5 years | 29.76 | 116.49 | 26% |
| Returns for 10 years | 59.04 | 209.21 | 28% |
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