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SGGDX vs UPMMX
SGGDX vs UPMMX Comparison
Open Charts SGGDX vs UPMMX
Victory Precious Metals & Minerals Cl A
Price$31.06
Change+$0.74 (+2.44%)
VolumeN/A
Net Assets773.61M
SGGDX vs UPMMX Comparison Chart in %
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SGGDX vs. UPMMX commentary
Aug 06, 2025
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 UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.8B vs. UPMMX (774M). SGGDX pays higher dividends than UPMMX: SGGDX (3.64) vs UPMMX (0.00). SGGDX was incepted earlier than UPMMX: SGGDX (32 years) vs UPMMX (15 years). UPMMX (1.40) is less costly to investors than SGGDX (1.16). SGGDX is a more actively managed with annual turnover of: 60.97 vs. UPMMX (1.00). UPMMX initial investment is less costly to investors than SGGDX (5%) vs SGGDX (5%). SGGDX (2500) and UPMMX (2500) have matching initial minimum investment requirements. UPMMX annual gain was more profitable for investors over the last year : 59.41 vs. SGGDX (52.51). SGGDX return over 5 years is better than : 44.53 vs. UPMMX (26.21).
| SGGDX | UPMMX | SGGDX / UPMMX | |
| Total Expense Ratio | 1.16 | 1.34 | 87% |
| Annual Report Gross Expense Ratio | 1.16 | 1.40 | 83% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 54.625 | 63.362 | 86% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 774M | 491% |
| Annual Yield % from dividends | 3.64 | 0.00 | - |
| Returns for 1 year | 52.51 | 59.41 | 88% |
| Returns for 3 years | 105.56 | 114.68 | 92% |
| Returns for 5 years | 44.53 | 26.21 | 170% |
| Returns for 10 years | 266.99 | 277.48 | 96% |
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