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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
Aug 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 Buy and UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.58B vs. UIPMX (950M). FEGOX pays higher dividends than UIPMX: FEGOX (0.77) vs UIPMX (0.30). FEGOX was incepted earlier than UIPMX: FEGOX (23 years) vs UIPMX (18 years). FEGOX (1.89) is less costly to investors than UIPMX (1.04). FEGOX (15.34) and UIPMX (15.00) have comparable annual turnover. FEGOX has a lower initial minimum investment than UIPMX: FEGOX (2500) vs UIPMX (1000000). UIPMX annual gain was more profitable for investors over the last year : 45.57 vs. FEGOX (41.93). FEGOX (119.85) and UIPMX (118.16) have equivalent 5 years return.
| FEGOX | UIPMX | FEGOX / UIPMX | |
| Total Expense Ratio | 1.89 | 1.01 | 187% |
| Annual Report Gross Expense Ratio | 1.89 | 1.04 | 182% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -10.039 | -13.406 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 950M | 482% |
| Annual Yield % from dividends | 0.77 | 0.30 | 262% |
| Returns for 1 year | 41.93 | 45.57 | 92% |
| Returns for 3 years | 129.85 | 152.85 | 85% |
| Returns for 5 years | 119.85 | 118.16 | 101% |
| Returns for 10 years | 141.22 | 146.13 | 97% |
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