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FGADX vs UPMMX
FGADX vs UPMMX Comparison
Open Charts FGADX vs UPMMX
Franklin Gold and Precious Metals Adv
Price$20.23
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets1B
Victory Precious Metals & Minerals Cl A
Price$19.71
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets517.41M
FGADX vs UPMMX Comparison Chart
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FGADX vs. UPMMX commentary
Jan 11, 2025
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 Buy and UPMMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 1B vs. UPMMX (517M). FGADX pays higher dividends than UPMMX: FGADX (3.02) vs UPMMX (2.26). FGADX was incepted earlier than UPMMX: FGADX (28 years) vs UPMMX (14 years). FGADX is a more actively managed with annual turnover of: 12.92 vs. UPMMX (4.00). UPMMX has a lower initial minimum investment than FGADX: UPMMX (2500) vs FGADX (100000). FGADX annual gain was more profitable for investors over the last year : 34.73 vs. UPMMX (25.16). FGADX return over 5 years is better than : 39.32 vs. UPMMX (26.32).
| FGADX | UPMMX | FGADX / UPMMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 6.494 | 5.334 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 517M | 194% |
| Annual Yield % from dividends | 3.02 | 2.26 | 134% |
| Returns for 1 year | 34.73 | 25.16 | 138% |
| Returns for 3 years | -0.10 | 12.73 | -1% |
| Returns for 5 years | 39.32 | 26.32 | 149% |
| Returns for 10 years | 87.03 | 60.58 | 144% |
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