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FGDTX vs UPMMX
FGDTX vs UPMMX Comparison
Open Charts FGDTX vs UPMMX
FGDTX vs UPMMX Comparison Chart in %
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FGDTX 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 FGDTX is a Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDTX has more cash in the bank: 3.32B vs. UPMMX (1.34B). FGDTX pays higher dividends than UPMMX: FGDTX (5.62) vs UPMMX (0.14). FGDTX was incepted earlier than UPMMX: FGDTX (20 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than FGDTX (1.19). FGDTX is a more actively managed with annual turnover of: 60.00 vs. UPMMX (15.00). UPMMX initial investment is less costly to investors than FGDTX (4%) vs FGDTX (4%). FGDTX has a lower initial minimum investment than UPMMX: FGDTX (0) vs UPMMX (2500). UPMMX annual gain was more profitable for investors over the last year : 77.10 vs. FGDTX (69.04). UPMMX return over 5 years is better than : 239.34 vs. FGDTX (192.83).
| FGDTX | UPMMX | FGDTX / UPMMX | |
| Total Expense Ratio | 1.19 | 1.35 | 88% |
| Annual Report Gross Expense Ratio | 1.19 | 1.35 | 88% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 20.309 | 21.546 | 94% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 1.34B | 249% |
| Annual Yield % from dividends | 5.62 | 0.14 | 4,001% |
| Returns for 1 year | 69.04 | 77.10 | 90% |
| Returns for 3 years | 252.71 | 283.24 | 89% |
| Returns for 5 years | 192.83 | 239.34 | 81% |
| Returns for 10 years | 188.30 | 254.91 | 74% |
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