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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
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 FGDTX is a Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
FGDTX has more cash in the bank: 4.44B vs. UPMMX (1.21B). FGDTX pays higher dividends than UPMMX: FGDTX (4.22) vs UPMMX (0.11). 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). FGDTX (37.17) and UPMMX (36.03) have marching annual gain over last year. UPMMX return over 5 years is better than : 207.97 vs. FGDTX (174.89).
| 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 | 14.583 | 10.435 | 140% |
| Front Load | 4% | 6% | 61% |
| 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 | 4,014% |
| Returns for 1 year | 37.17 | 36.03 | 103% |
| Returns for 3 years | 221.87 | 229.16 | 97% |
| Returns for 5 years | 174.89 | 207.97 | 84% |
| Returns for 10 years | 203.07 | 254.22 | 80% |
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