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FIJDX vs UPMMX
FIJDX vs UPMMX Comparison
Open Charts FIJDX vs UPMMX
FIJDX vs UPMMX Comparison Chart in %
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FIJDX vs. UPMMX commentary
Aug 03, 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 FIJDX is a Buy and UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
FIJDX has more cash in the bank: 3.32B vs. UPMMX (950M). FIJDX pays higher dividends than UPMMX: FIJDX (5.70) vs UPMMX (0.14). FIJDX was incepted earlier than UPMMX: FIJDX (8 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than FIJDX (0.57). FIJDX is a more actively managed with annual turnover of: 60.00 vs. UPMMX (15.00). FIJDX has a lower initial minimum investment than UPMMX: FIJDX (0) vs UPMMX (2500). UPMMX annual gain was more profitable for investors over the last year : 45.10 vs. FIJDX (42.43). UPMMX return over 5 years is better than : 114.51 vs. FIJDX (98.86).
| FIJDX | UPMMX | FIJDX / UPMMX | |
| Total Expense Ratio | 0.57 | 1.35 | 42% |
| Annual Report Gross Expense Ratio | 0.57 | 1.35 | 42% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | -10.176 | -13.583 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 950M | 350% |
| Annual Yield % from dividends | 5.70 | 0.14 | 4,057% |
| Returns for 1 year | 42.43 | 45.10 | 94% |
| Returns for 3 years | 147.25 | 150.34 | 98% |
| Returns for 5 years | 98.86 | 114.51 | 86% |
| Returns for 10 years | N/A | 136.95 | - |
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