FEURX
Price
$54.37
Change
+$0.23 (+0.42%)
Updated
Jul 24 closing price
Net Assets
4.63B
UPMMX
Price
$41.38
Change
+$0.14 (+0.34%)
Updated
Jul 24 closing price
Net Assets
962M
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FEURX vs UPMMX

FEURX vs UPMMX Comparison Chart in %
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FEURX vs. UPMMX commentary
Jul 26, 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 UPMMX is a Hold.

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FUNDAMENTALS
Fundamentals
FEURX has more cash in the bank: 4.63B vs. UPMMX (962M). FEURX pays higher dividends than UPMMX: FEURX (1.38) vs UPMMX (0.14). FEURX was incepted earlier than UPMMX: FEURX (9 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than FEURX (0.81). FEURX (15.34) and UPMMX (15.00) have comparable annual turnover. FEURX has a lower initial minimum investment than UPMMX: FEURX (0) vs UPMMX (2500). UPMMX (40.87) and FEURX (40.11) have marching annual gain over last year. FEURX return over 5 years is better than : 143.20 vs. UPMMX (128.25).
FEURXUPMMXFEURX / UPMMX
Total Expense Ratio0.811.3560%
Annual Report Gross Expense Ratio0.811.3560%
Fund Existence9 years16 years-
Gain YTD-8.437-12.59067%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets4.63B962M481%
Annual Yield % from dividends1.380.14996%
Returns for 1 year40.1140.8798%
Returns for 3 years132.65141.9493%
Returns for 5 years143.20128.25112%
Returns for 10 yearsN/A160.63-
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