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SGGDX vs UIPMX
SGGDX vs UIPMX Comparison
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SGGDX vs UIPMX Comparison Chart in %
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SGGDX vs. UIPMX commentary
Jun 04, 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 SGGDX is a Hold and UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.24B vs. UIPMX (1.11B). SGGDX pays higher dividends than UIPMX: SGGDX (1.02) vs UIPMX (0.25). SGGDX was incepted earlier than UIPMX: SGGDX (33 years) vs UIPMX (18 years). SGGDX (1.14) and UIPMX (1.10) have similar cost to investors . SGGDX is a more actively managed with annual turnover of: 15.34 vs. UIPMX (1.00). SGGDX has a lower initial minimum investment than UIPMX: SGGDX (2500) vs UIPMX (1000000). SGGDX (58.21) and UIPMX (57.87) have marching annual gain over last year. SGGDX return over 5 years is better than : 146.50 vs. UIPMX (128.42).
| SGGDX | UIPMX | SGGDX / UIPMX | |
| Total Expense Ratio | 1.14 | 1.01 | 113% |
| Annual Report Gross Expense Ratio | 1.14 | 1.10 | 104% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 3.992 | -0.589 | -678% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 1.11B | 471% |
| Annual Yield % from dividends | 1.02 | 0.25 | 411% |
| Returns for 1 year | 58.21 | 57.87 | 101% |
| Returns for 3 years | 161.67 | 175.65 | 92% |
| Returns for 5 years | 146.50 | 128.42 | 114% |
| Returns for 10 years | 263.77 | 245.21 | 108% |
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