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FGDIX vs UPMMX
FGDIX vs UPMMX Comparison
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FGDIX vs UPMMX Comparison Chart in %
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FGDIX 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 FGDIX is a Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDIX has more cash in the bank: 4.44B vs. UPMMX (1.21B). FGDIX pays higher dividends than UPMMX: FGDIX (4.22) vs UPMMX (0.11). 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). FGDIX (37.84) and UPMMX (36.03) have marching annual gain over last year. UPMMX return over 5 years is better than : 207.97 vs. FGDIX (182.37).
| 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 | 14.979 | 10.435 | 144% |
| 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 | 4.22 | 0.11 | 4,006% |
| Returns for 1 year | 37.84 | 36.03 | 105% |
| Returns for 3 years | 226.83 | 229.16 | 99% |
| Returns for 5 years | 182.37 | 207.97 | 88% |
| Returns for 10 years | 217.73 | 254.22 | 86% |
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