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FEURX vs UPMMX
FEURX vs UPMMX Comparison
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FEURX vs UPMMX Comparison Chart in %
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FEURX 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 FEURX is a Hold and UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
FEURX has more cash in the bank: 5.3B vs. UPMMX (1.13B). FEURX pays higher dividends than UPMMX: FEURX (1.19) vs UPMMX (0.12). FEURX was incepted earlier than UPMMX: FEURX (9 years) vs UPMMX (16 years). UPMMX (1.40) is less costly to investors than FEURX (0.81). FEURX is a more actively managed with annual turnover of: 15.34 vs. UPMMX (1.00). FEURX has a lower initial minimum investment than UPMMX: FEURX (0) vs UPMMX (2500). UPMMX (60.59) and FEURX (59.11) have marching annual gain over last year. FEURX return over 5 years is better than : 148.04 vs. UPMMX (126.44).
| FEURX | UPMMX | FEURX / UPMMX | |
| Total Expense Ratio | 0.81 | 1.34 | 60% |
| Annual Report Gross Expense Ratio | 0.81 | 1.40 | 58% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 4.143 | 0.697 | 594% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 1.13B | 470% |
| Annual Yield % from dividends | 1.19 | 0.12 | 1,004% |
| Returns for 1 year | 59.11 | 60.59 | 98% |
| Returns for 3 years | 164.29 | 176.82 | 93% |
| Returns for 5 years | 148.04 | 126.44 | 117% |
| Returns for 10 years | N/A | 237.25 | - |
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