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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.62B vs. UIPMX (971M). SGGDX pays higher dividends than UIPMX: SGGDX (1.19) vs UIPMX (0.29). SGGDX was incepted earlier than UIPMX: SGGDX (33 years) vs UIPMX (18 years). SGGDX (1.14) is less costly to investors than UIPMX (1.04). SGGDX (15.34) and UIPMX (15.00) have comparable annual turnover. SGGDX has a lower initial minimum investment than UIPMX: SGGDX (2500) vs UIPMX (1000000). UIPMX annual gain was more profitable for investors over the last year : 44.94 vs. SGGDX (37.80). SGGDX (125.03) and UIPMX (123.10) have equivalent 5 years return.
| SGGDX | UIPMX | SGGDX / UIPMX | |
| Total Expense Ratio | 1.14 | 1.01 | 113% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | -11.117 | -11.964 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 971M | 476% |
| Annual Yield % from dividends | 1.19 | 0.29 | 407% |
| Returns for 1 year | 37.80 | 44.94 | 84% |
| Returns for 3 years | 123.56 | 142.65 | 87% |
| Returns for 5 years | 125.03 | 123.10 | 102% |
| Returns for 10 years | 164.91 | 157.92 | 104% |
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