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FGDCX vs UPMMX
FGDCX vs UPMMX Comparison
Open Charts FGDCX vs UPMMX
FGDCX vs UPMMX Comparison Chart in %
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FGDCX vs. UPMMX commentary
Sep 16, 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 FGDCX is a Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDCX has more cash in the bank: 4.44B vs. UPMMX (1.21B). FGDCX pays higher dividends than UPMMX: FGDCX (4.21) vs UPMMX (0.11). FGDCX was incepted earlier than UPMMX: FGDCX (20 years) vs UPMMX (16 years). FGDCX (1.69) is less costly to investors than UPMMX (1.35). FGDCX is a more actively managed with annual turnover of: 60.00 vs. UPMMX (15.00). FGDCX has a lower initial minimum investment than UPMMX: FGDCX (0) vs UPMMX (2500). FGDCX (36.46) and UPMMX (36.03) have marching annual gain over last year. UPMMX return over 5 years is better than : 207.97 vs. FGDCX (168.44).
| FGDCX | UPMMX | FGDCX / UPMMX | |
| Total Expense Ratio | 1.69 | 1.35 | 125% |
| Annual Report Gross Expense Ratio | 1.69 | 1.35 | 125% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 14.168 | 10.435 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 1.21B | 368% |
| Annual Yield % from dividends | 4.21 | 0.11 | 3,997% |
| Returns for 1 year | 36.46 | 36.03 | 101% |
| Returns for 3 years | 217.21 | 229.16 | 95% |
| Returns for 5 years | 168.44 | 207.97 | 81% |
| Returns for 10 years | 190.72 | 254.22 | 75% |
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