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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 24, 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: 4.91B vs. UIPMX (1.05B). 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). UIPMX annual gain was more profitable for investors over the last year : 51.94 vs. SGGDX (43.39). UIPMX (141.50) and SGGDX (139.57) have equivalent 5 years return.
| SGGDX | UIPMX | SGGDX / UIPMX | |
| Total Expense Ratio | 1.14 | 1.01 | 113% |
| Annual Report Gross Expense Ratio | 1.14 | 1.10 | 104% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | -6.618 | -5.403 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 1.05B | 468% |
| Annual Yield % from dividends | 1.02 | 0.25 | 411% |
| Returns for 1 year | 43.39 | 51.94 | 84% |
| Returns for 3 years | 146.34 | 178.96 | 82% |
| Returns for 5 years | 139.57 | 141.50 | 99% |
| Returns for 10 years | 205.05 | 209.00 | 98% |
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