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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 25, 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 UPMMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.61B vs. UPMMX (959M). 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 (1.35). FEGOX (15.34) and UPMMX (15.00) have comparable annual turnover. FEGOX (2500) and UPMMX (2500) have matching initial minimum investment requirements. UPMMX annual gain was more profitable for investors over the last year : 41.27 vs. FEGOX (36.39). UPMMX (132.38) and FEGOX (129.51) have equivalent 5 years return.
| FEGOX | UPMMX | FEGOX / UPMMX | |
| Total Expense Ratio | 1.89 | 1.35 | 140% |
| Annual Report Gross Expense Ratio | 1.89 | 1.35 | 140% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -9.376 | -11.005 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 959M | 481% |
| Annual Yield % from dividends | 0.77 | 0.14 | 554% |
| Returns for 1 year | 36.39 | 41.27 | 88% |
| Returns for 3 years | 126.53 | 149.32 | 85% |
| Returns for 5 years | 129.51 | 132.38 | 98% |
| Returns for 10 years | 164.83 | 171.89 | 96% |
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