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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 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 UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 5.3B vs. UPMMX (1.13B). 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 (60.59) and FEGIX (58.98) have marching annual gain over last year. FEGIX return over 5 years is better than : 146.92 vs. UPMMX (126.44).
| 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 | 4.104 | 0.697 | 589% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 1.13B | 470% |
| Annual Yield % from dividends | 1.13 | 0.12 | 955% |
| Returns for 1 year | 58.98 | 60.59 | 97% |
| Returns for 3 years | 163.56 | 176.82 | 92% |
| Returns for 5 years | 146.92 | 126.44 | 116% |
| Returns for 10 years | 273.15 | 237.25 | 115% |
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