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FEGIX vs UIPMX
FEGIX vs UIPMX Comparison
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FEGIX vs UIPMX Comparison Chart in %
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FEGIX vs. UIPMX commentary
Jun 26, 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 FEGIX is a Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 4.74B vs. UIPMX (963M). FEGIX pays higher dividends than UIPMX: FEGIX (1.13) vs UIPMX (0.25). FEGIX was incepted earlier than UIPMX: FEGIX (23 years) vs UIPMX (18 years). UIPMX (1.10) is less costly to investors than FEGIX (0.91). FEGIX is a more actively managed with annual turnover of: 15.34 vs. UIPMX (1.00). FEGIX (1000000) and UIPMX (1000000) have matching initial minimum investment requirements. UIPMX annual gain was more profitable for investors over the last year : 48.80 vs. FEGIX (46.24). FEGIX return over 5 years is better than : 142.99 vs. UIPMX (131.63).
| FEGIX | UIPMX | FEGIX / UIPMX | |
| Total Expense Ratio | 0.91 | 1.01 | 90% |
| Annual Report Gross Expense Ratio | 0.91 | 1.10 | 83% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -6.502 | -9.405 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 963M | 492% |
| Annual Yield % from dividends | 1.13 | 0.25 | 454% |
| Returns for 1 year | 46.24 | 48.80 | 95% |
| Returns for 3 years | 148.06 | 167.16 | 89% |
| Returns for 5 years | 142.99 | 131.63 | 109% |
| Returns for 10 years | 212.90 | 195.93 | 109% |
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