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FEURX vs UIPMX
FEURX vs UIPMX Comparison
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FEURX vs UIPMX Comparison Chart in %
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FEURX vs. UIPMX commentary
Jun 24, 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 FEURX is a Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
FEURX has more cash in the bank: 4.91B vs. UIPMX (1.05B). FEURX pays higher dividends than UIPMX: FEURX (1.19) vs UIPMX (0.25). FEURX was incepted earlier than UIPMX: FEURX (9 years) vs UIPMX (18 years). UIPMX (1.10) is less costly to investors than FEURX (0.81). FEURX is a more actively managed with annual turnover of: 15.34 vs. UIPMX (1.00). FEURX has a lower initial minimum investment than UIPMX: FEURX (0) vs UIPMX (1000000). UIPMX annual gain was more profitable for investors over the last year : 51.94 vs. FEURX (43.85). FEURX (143.64) and UIPMX (141.50) have equivalent 5 years return.
| FEURX | UIPMX | FEURX / UIPMX | |
| Total Expense Ratio | 0.81 | 1.01 | 80% |
| Annual Report Gross Expense Ratio | 0.81 | 1.10 | 74% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | -6.467 | -5.403 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 1.05B | 468% |
| Annual Yield % from dividends | 1.19 | 0.25 | 477% |
| Returns for 1 year | 43.85 | 51.94 | 84% |
| Returns for 3 years | 148.83 | 178.96 | 83% |
| Returns for 5 years | 143.64 | 141.50 | 102% |
| Returns for 10 years | N/A | 209.00 | - |
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