SGGDX
Price
$51.25
Change
+$0.76 (+1.51%)
Updated
Oct 6 closing price
Net Assets
4.94B
UPMMX
Price
$42.92
Change
+$0.80 (+1.90%)
Updated
Oct 6 closing price
Net Assets
1.08B
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SGGDX vs UPMMX

Header iconSGGDX vs UPMMX Comparison
Open Charts SGGDX vs UPMMXBanner chart's image
First Eagle Gold A
Price$51.25
Change+$0.76 (+1.51%)
VolumeN/A
Net Assets4.94B
Victory Precious Metals & Minerals Cl A
Price$42.92
Change+$0.80 (+1.90%)
VolumeN/A
Net Assets1.08B
SGGDX vs UPMMX Comparison Chart in %
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SGGDX vs. UPMMX commentary
Oct 07, 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 Hold and UPMMX is a Hold.

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FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.94B vs. UPMMX (1.08B). SGGDX pays higher dividends than UPMMX: SGGDX (2.67) 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 : 98.21 vs. SGGDX (82.93). SGGDX (107.42) and UPMMX (103.17) have equivalent 5 years return.
SGGDXUPMMXSGGDX / UPMMX
Total Expense Ratio1.161.3487%
Annual Report Gross Expense Ratio1.161.4083%
Fund Existence32 years15 years-
Gain YTD102.569126.94081%
Front Load5%6%87%
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets4.94B1.08B459%
Annual Yield % from dividends2.670.00-
Returns for 1 year82.9398.2184%
Returns for 3 years178.43220.6781%
Returns for 5 years107.42103.17104%
Returns for 10 years323.27334.9797%
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