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FGDIX vs UPMMX
FGDIX vs UPMMX Comparison
Open Charts FGDIX vs UPMMX
FGDIX vs UPMMX Comparison Chart in %
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FGDIX vs. UPMMX 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 UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDIX has more cash in the bank: 3.32B vs. UPMMX (1.34B). FGDIX pays higher dividends than UPMMX: FGDIX (5.61) vs UPMMX (0.14). FGDIX was incepted earlier than UPMMX: FGDIX (20 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than FGDIX (0.69). FGDIX is a more actively managed with annual turnover of: 60.00 vs. UPMMX (15.00). FGDIX has a lower initial minimum investment than UPMMX: FGDIX (0) vs UPMMX (2500). UPMMX annual gain was more profitable for investors over the last year : 77.10 vs. FGDIX (69.91). UPMMX return over 5 years is better than : 239.34 vs. FGDIX (200.69).
| FGDIX | UPMMX | FGDIX / UPMMX | |
| Total Expense Ratio | 0.69 | 1.35 | 51% |
| Annual Report Gross Expense Ratio | 0.69 | 1.35 | 51% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 20.689 | 21.546 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 1.34B | 249% |
| Annual Yield % from dividends | 5.61 | 0.14 | 3,995% |
| Returns for 1 year | 69.91 | 77.10 | 91% |
| Returns for 3 years | 258.12 | 283.24 | 91% |
| Returns for 5 years | 200.69 | 239.34 | 84% |
| Returns for 10 years | 202.31 | 254.91 | 79% |
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