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FGADX vs UIPMX
FGADX vs UIPMX Comparison
Open Charts FGADX vs UIPMX
FGADX vs UIPMX Comparison Chart in %
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FGADX vs. UIPMX commentary
Sep 02, 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 FGADX is a Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.56B vs. UIPMX (1.28B). FGADX pays higher dividends than UIPMX: FGADX (8.48) vs UIPMX (0.30). FGADX was incepted earlier than UIPMX: FGADX (30 years) vs UIPMX (18 years). UIPMX (1.04) is less costly to investors than FGADX (0.62). FGADX is a more actively managed with annual turnover of: 22.76 vs. UIPMX (15.00). FGADX has a lower initial minimum investment than UIPMX: FGADX (0) vs UIPMX (1000000). FGADX annual gain was more profitable for investors over the last year : 76.55 vs. UIPMX (61.46). FGADX return over 5 years is better than : 235.83 vs. UIPMX (217.06).
| FGADX | UIPMX | FGADX / UIPMX | |
| Total Expense Ratio | 0.62 | 1.01 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.04 | 60% |
| Fund Existence | 30 years | 18 years | - |
| Gain YTD | 15.667 | 17.205 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 1.28B | 278% |
| Annual Yield % from dividends | 8.48 | 0.30 | 2,868% |
| Returns for 1 year | 76.55 | 61.46 | 125% |
| Returns for 3 years | 329.43 | 257.28 | 128% |
| Returns for 5 years | 235.83 | 217.06 | 109% |
| Returns for 10 years | 323.31 | 272.60 | 119% |
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