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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
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 FGDCX is a Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDCX has more cash in the bank: 4.23B vs. UPMMX (1.13B). FGDCX pays higher dividends than UPMMX: FGDCX (4.68) vs UPMMX (0.12). FGDCX was incepted earlier than UPMMX: FGDCX (19 years) vs UPMMX (16 years). FGDCX (1.69) is less costly to investors than UPMMX (1.40). FGDCX is a more actively managed with annual turnover of: 60.00 vs. UPMMX (1.00). FGDCX has a lower initial minimum investment than UPMMX: FGDCX (0) vs UPMMX (2500). UPMMX (60.59) and FGDCX (60.08) have marching annual gain over last year. UPMMX return over 5 years is better than : 126.44 vs. FGDCX (102.39).
| FGDCX | UPMMX | FGDCX / UPMMX | |
| Total Expense Ratio | 1.69 | 1.34 | 126% |
| Annual Report Gross Expense Ratio | 1.69 | 1.40 | 121% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 4.927 | 0.697 | 707% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 1.13B | 375% |
| Annual Yield % from dividends | 4.68 | 0.12 | 3,954% |
| Returns for 1 year | 60.08 | 60.59 | 99% |
| Returns for 3 years | 169.62 | 176.82 | 96% |
| Returns for 5 years | 102.39 | 126.44 | 81% |
| Returns for 10 years | 182.60 | 237.25 | 77% |
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