Interact to see
Advertisement
Advertisement
SGGDX vs UIPMX
SGGDX vs UIPMX Comparison
Open Charts SGGDX vs UIPMX
SGGDX vs UIPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SGGDX vs. UIPMX commentary
Aug 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 Buy and UIPMX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.58B vs. UIPMX (950M). SGGDX pays higher dividends than UIPMX: SGGDX (1.20) vs UIPMX (0.30). 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 : 45.57 vs. SGGDX (43.00). SGGDX return over 5 years is better than : 128.19 vs. UIPMX (118.16).
| 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 | -9.646 | -13.406 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 950M | 482% |
| Annual Yield % from dividends | 1.20 | 0.30 | 404% |
| Returns for 1 year | 43.00 | 45.57 | 94% |
| Returns for 3 years | 135.00 | 152.85 | 88% |
| Returns for 5 years | 128.19 | 118.16 | 108% |
| Returns for 10 years | 159.47 | 146.13 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers