OGMYX
Price
$66.72
Change
+$0.05 (+0.07%)
Updated
Sep 18 closing price
Net Assets
4.11B
UPMMX
Price
$52.65
Change
-$0.13 (-0.25%)
Updated
Sep 18 closing price
Net Assets
1.2B
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OGMYX vs UPMMX

OGMYX vs UPMMX Comparison Chart in %
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OGMYX vs. UPMMX commentary
Sep 20, 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 OGMYX is a Hold and UPMMX is a Hold.

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FUNDAMENTALS
Fundamentals
OGMYX has more cash in the bank: 4.11B vs. UPMMX (1.2B). OGMYX pays higher dividends than UPMMX: OGMYX (0.50) vs UPMMX (0.11). OGMYX was incepted earlier than UPMMX: OGMYX (16 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than OGMYX (0.70). OGMYX is a more actively managed with annual turnover of: 74.00 vs. UPMMX (15.00). OGMYX has a lower initial minimum investment than UPMMX: OGMYX (1000) vs UPMMX (2500). UPMMX (40.40) and OGMYX (39.51) have marching annual gain over last year. UPMMX return over 5 years is better than : 214.65 vs. OGMYX (194.89).
OGMYXUPMMXOGMYX / UPMMX
Total Expense Ratio0.701.3552%
Annual Report Gross Expense Ratio0.701.3552%
Fund Existence16 years16 years-
Gain YTD12.63711.491110%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B1.2B342%
Annual Yield % from dividends0.500.11478%
Returns for 1 year39.5140.4098%
Returns for 3 years210.59234.1690%
Returns for 5 years194.89214.6591%
Returns for 10 years300.74252.71119%
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