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FEGIX vs UPMMX
FEGIX vs UPMMX Comparison
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FEGIX vs UPMMX Comparison Chart in %
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FEGIX vs. UPMMX commentary
Jun 20, 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 UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 4.97B vs. UPMMX (1.07B). FEGIX pays higher dividends than UPMMX: FEGIX (1.13) vs UPMMX (0.12). FEGIX was incepted earlier than UPMMX: FEGIX (23 years) vs UPMMX (16 years). UPMMX (1.40) is less costly to investors than FEGIX (0.91). FEGIX is a more actively managed with annual turnover of: 15.34 vs. UPMMX (1.00). UPMMX has a lower initial minimum investment than FEGIX: UPMMX (2500) vs FEGIX (1000000). UPMMX annual gain was more profitable for investors over the last year : 53.52 vs. FEGIX (49.99). FEGIX return over 5 years is better than : 155.65 vs. UPMMX (141.76).
| FEGIX | UPMMX | FEGIX / UPMMX | |
| Total Expense Ratio | 0.91 | 1.34 | 68% |
| Annual Report Gross Expense Ratio | 0.91 | 1.40 | 65% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -1.908 | -4.225 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 1.07B | 466% |
| Annual Yield % from dividends | 1.13 | 0.12 | 955% |
| Returns for 1 year | 49.99 | 53.52 | 93% |
| Returns for 3 years | 135.38 | 166.60 | 81% |
| Returns for 5 years | 155.65 | 141.76 | 110% |
| Returns for 10 years | 239.81 | 210.93 | 114% |
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