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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
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 UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 5.3B vs. UPMMX (1.13B). FEGOX pays higher dividends than UPMMX: FEGOX (0.66) vs UPMMX (0.12). 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. UPMMX annual gain was more profitable for investors over the last year : 60.59 vs. FEGOX (57.47). FEGOX return over 5 years is better than : 135.09 vs. UPMMX (126.44).
| 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 | 3.684 | 0.697 | 529% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 1.13B | 470% |
| Annual Yield % from dividends | 0.66 | 0.12 | 559% |
| Returns for 1 year | 57.47 | 60.59 | 95% |
| Returns for 3 years | 155.99 | 176.82 | 88% |
| Returns for 5 years | 135.09 | 126.44 | 107% |
| Returns for 10 years | 238.10 | 237.25 | 100% |
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