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FEGOX vs UIPMX
FEGOX vs UIPMX Comparison
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FEGOX vs UIPMX Comparison Chart in %
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FEGOX 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 FEGOX is a Hold and UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 5.24B vs. UIPMX (1.11B). FEGOX pays higher dividends than UIPMX: FEGOX (0.66) vs UIPMX (0.25). FEGOX was incepted earlier than UIPMX: FEGOX (23 years) vs UIPMX (18 years). FEGOX (1.89) is less costly to investors than UIPMX (1.10). FEGOX is a more actively managed with annual turnover of: 15.34 vs. UIPMX (1.00). FEGOX has a lower initial minimum investment than UIPMX: FEGOX (2500) vs UIPMX (1000000). UIPMX (57.87) and FEGOX (57.06) have marching annual gain over last year. FEGOX return over 5 years is better than : 137.67 vs. UIPMX (128.42).
| FEGOX | UIPMX | FEGOX / UIPMX | |
| Total Expense Ratio | 1.89 | 1.01 | 187% |
| Annual Report Gross Expense Ratio | 1.89 | 1.10 | 172% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 3.684 | -0.589 | -625% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 1.11B | 471% |
| Annual Yield % from dividends | 0.66 | 0.25 | 265% |
| Returns for 1 year | 57.06 | 57.87 | 99% |
| Returns for 3 years | 155.99 | 175.65 | 89% |
| Returns for 5 years | 137.67 | 128.42 | 107% |
| Returns for 10 years | 238.10 | 245.21 | 97% |
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