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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
Jul 14, 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: 3.46B vs. UPMMX (971M). FGDCX pays higher dividends than UPMMX: FGDCX (5.51) vs UPMMX (0.14). 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). UPMMX annual gain was more profitable for investors over the last year : 44.42 vs. FGDCX (39.12). UPMMX return over 5 years is better than : 119.45 vs. FGDCX (93.09).
| 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 | -9.474 | -12.125 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 971M | 357% |
| Annual Yield % from dividends | 5.51 | 0.14 | 3,970% |
| Returns for 1 year | 39.12 | 44.42 | 88% |
| Returns for 3 years | 131.84 | 140.21 | 94% |
| Returns for 5 years | 93.09 | 119.45 | 78% |
| Returns for 10 years | 105.18 | 148.31 | 71% |