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FEGOX vs UPMMX
FEGOX vs UPMMX Comparison
Open Charts FEGOX vs UPMMX
FEGOX vs UPMMX Comparison Chart in %
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FEGOX vs. UPMMX commentary
Jul 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 UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.56B vs. UPMMX (960M). FEGOX pays higher dividends than UPMMX: FEGOX (0.77) vs UPMMX (0.14). FEGOX was incepted earlier than UPMMX: FEGOX (23 years) vs UPMMX (16 years). FEGOX (1.89) is less costly to investors than UPMMX (1.40). FEGOX is a more actively managed with annual turnover of: 15.34 vs. UPMMX (1.00). FEGOX (2500) and UPMMX (2500) have matching initial minimum investment requirements. FEGOX annual gain was more profitable for investors over the last year : 43.95 vs. UPMMX (40.59). FEGOX return over 5 years is better than : 130.61 vs. UPMMX (118.55).
| FEGOX | UPMMX | FEGOX / UPMMX | |
| Total Expense Ratio | 1.89 | 1.34 | 141% |
| Annual Report Gross Expense Ratio | 1.89 | 1.40 | 135% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -6.608 | -13.329 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 960M | 475% |
| Annual Yield % from dividends | 0.77 | 0.14 | 554% |
| Returns for 1 year | 43.95 | 40.59 | 108% |
| Returns for 3 years | 138.84 | 147.53 | 94% |
| Returns for 5 years | 130.61 | 118.55 | 110% |
| Returns for 10 years | 167.07 | 150.91 | 111% |
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