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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 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 FEGIX is a Hold and UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 5.3B vs. UIPMX (1.11B). 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. FEGIX (58.98) and UIPMX (57.87) have marching annual gain over last year. FEGIX return over 5 years is better than : 146.92 vs. UIPMX (128.42).
| 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 | 4.104 | -0.589 | -697% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 1.11B | 476% |
| Annual Yield % from dividends | 1.13 | 0.25 | 454% |
| Returns for 1 year | 58.98 | 57.87 | 102% |
| Returns for 3 years | 163.56 | 175.65 | 93% |
| Returns for 5 years | 146.92 | 128.42 | 114% |
| Returns for 10 years | 273.15 | 245.21 | 111% |
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