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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
Sep 18, 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: 5.49B vs. UPMMX (1.2B). FEGIX pays higher dividends than UPMMX: FEGIX (1.06) vs UPMMX (0.11). FEGIX was incepted earlier than UPMMX: FEGIX (23 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than FEGIX (0.91). FEGIX (15.34) and UPMMX (15.00) have comparable annual turnover. UPMMX has a lower initial minimum investment than FEGIX: UPMMX (2500) vs FEGIX (1000000). FEGIX annual gain was more profitable for investors over the last year : 38.63 vs. UPMMX (35.88). UPMMX (205.41) and FEGIX (205.07) have equivalent 5 years return.
| FEGIX | UPMMX | FEGIX / UPMMX | |
| Total Expense Ratio | 0.91 | 1.35 | 67% |
| Annual Report Gross Expense Ratio | 0.91 | 1.35 | 67% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 9.711 | 8.217 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 1.2B | 457% |
| Annual Yield % from dividends | 1.06 | 0.11 | 1,003% |
| Returns for 1 year | 38.63 | 35.88 | 108% |
| Returns for 3 years | 189.63 | 222.35 | 85% |
| Returns for 5 years | 205.07 | 205.41 | 100% |
| Returns for 10 years | 270.01 | 242.57 | 111% |
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