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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
Sep 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FGDTX has more cash in the bank: 4.44B vs. UIPMX (1.24B). FGDTX pays higher dividends than UIPMX: FGDTX (4.22) vs UIPMX (0.22). 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). FGDTX (42.54) and UIPMX (40.92) have marching annual gain over last year. UIPMX return over 5 years is better than : 216.83 vs. FGDTX (176.88).
| 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 | 17.820 | 13.630 | 131% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 1.24B | 358% |
| Annual Yield % from dividends | 4.22 | 0.22 | 1,908% |
| Returns for 1 year | 42.54 | 40.92 | 104% |
| Returns for 3 years | 240.23 | 248.90 | 97% |
| Returns for 5 years | 176.88 | 216.83 | 82% |
| Returns for 10 years | 206.98 | 273.46 | 76% |
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