Interact to see
Advertisement
Advertisement
FGDIX vs UIPMX
FGDIX vs UIPMX Comparison
Open Charts FGDIX vs UIPMX
FGDIX vs UIPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FGDIX vs. UIPMX commentary
Aug 24, 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 FGDIX is a Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDIX has more cash in the bank: 3.32B vs. UIPMX (1.34B). FGDIX pays higher dividends than UIPMX: FGDIX (5.61) vs UIPMX (0.30). FGDIX was incepted earlier than UIPMX: FGDIX (20 years) vs UIPMX (18 years). UIPMX (1.04) is less costly to investors than FGDIX (0.69). FGDIX is a more actively managed with annual turnover of: 60.00 vs. UIPMX (15.00). FGDIX has a lower initial minimum investment than UIPMX: FGDIX (0) vs UIPMX (1000000). UIPMX annual gain was more profitable for investors over the last year : 77.76 vs. FGDIX (69.91). UIPMX return over 5 years is better than : 245.11 vs. FGDIX (200.69).
| FGDIX | UIPMX | FGDIX / UIPMX | |
| Total Expense Ratio | 0.69 | 1.01 | 68% |
| Annual Report Gross Expense Ratio | 0.69 | 1.04 | 66% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 20.689 | 21.836 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 1.34B | 249% |
| Annual Yield % from dividends | 5.61 | 0.30 | 1,898% |
| Returns for 1 year | 69.91 | 77.76 | 90% |
| Returns for 3 years | 258.12 | 287.25 | 90% |
| Returns for 5 years | 200.69 | 245.11 | 82% |
| Returns for 10 years | 202.31 | 268.67 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement