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SGGDX vs UPMMX
SGGDX vs UPMMX Comparison
Open Charts SGGDX vs UPMMX
SGGDX vs UPMMX Comparison Chart in %
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SGGDX vs. UPMMX commentary
Jun 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 Hold and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.3B vs. UPMMX (1.13B). SGGDX pays higher dividends than UPMMX: SGGDX (1.02) vs UPMMX (0.12). SGGDX was incepted earlier than UPMMX: SGGDX (33 years) vs UPMMX (16 years). UPMMX (1.40) is less costly to investors than SGGDX (1.14). SGGDX is a more actively managed with annual turnover of: 15.34 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 (60.59) and SGGDX (58.59) have marching annual gain over last year. SGGDX return over 5 years is better than : 143.87 vs. UPMMX (126.44).
| SGGDX | UPMMX | SGGDX / UPMMX | |
| Total Expense Ratio | 1.14 | 1.34 | 85% |
| Annual Report Gross Expense Ratio | 1.14 | 1.40 | 81% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 3.992 | 0.697 | 573% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 1.13B | 470% |
| Annual Yield % from dividends | 1.02 | 0.12 | 865% |
| Returns for 1 year | 58.59 | 60.59 | 97% |
| Returns for 3 years | 161.67 | 176.82 | 91% |
| Returns for 5 years | 143.87 | 126.44 | 114% |
| Returns for 10 years | 263.77 | 237.25 | 111% |
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