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FGDTX vs UIPMX
FGDTX vs UIPMX Comparison
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FGDTX vs UIPMX Comparison Chart in %
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FGDTX 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 FGDTX is a Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDTX has more cash in the bank: 3.32B vs. UIPMX (1.34B). FGDTX pays higher dividends than UIPMX: FGDTX (5.62) vs UIPMX (0.30). FGDTX was incepted earlier than UIPMX: FGDTX (20 years) vs UIPMX (18 years). FGDTX (1.19) is less costly to investors than UIPMX (1.04). FGDTX is a more actively managed with annual turnover of: 60.00 vs. UIPMX (15.00). FGDTX has a lower initial minimum investment than UIPMX: FGDTX (0) vs UIPMX (1000000). UIPMX annual gain was more profitable for investors over the last year : 77.76 vs. FGDTX (69.04). UIPMX return over 5 years is better than : 245.11 vs. FGDTX (192.83).
| FGDTX | UIPMX | FGDTX / UIPMX | |
| Total Expense Ratio | 1.19 | 1.01 | 118% |
| Annual Report Gross Expense Ratio | 1.19 | 1.04 | 114% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 20.309 | 21.836 | 93% |
| Front Load | 4% | 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 | 5.62 | 0.30 | 1,901% |
| Returns for 1 year | 69.04 | 77.76 | 89% |
| Returns for 3 years | 252.71 | 287.25 | 88% |
| Returns for 5 years | 192.83 | 245.11 | 79% |
| Returns for 10 years | 188.30 | 268.67 | 70% |
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