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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
Aug 03, 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 UPMMX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.58B vs. UPMMX (950M). SGGDX pays higher dividends than UPMMX: SGGDX (1.20) vs UPMMX (0.14). SGGDX was incepted earlier than UPMMX: SGGDX (33 years) vs UPMMX (16 years). UPMMX (1.35) is less costly to investors than SGGDX (1.14). SGGDX (15.34) and UPMMX (15.00) have comparable annual turnover. 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 (45.10) and SGGDX (43.00) have marching annual gain over last year. SGGDX return over 5 years is better than : 128.19 vs. UPMMX (114.51).
| SGGDX | UPMMX | SGGDX / UPMMX | |
| Total Expense Ratio | 1.14 | 1.35 | 84% |
| Annual Report Gross Expense Ratio | 1.14 | 1.35 | 84% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | -9.646 | -13.583 | 71% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 950M | 482% |
| Annual Yield % from dividends | 1.20 | 0.14 | 851% |
| Returns for 1 year | 43.00 | 45.10 | 95% |
| Returns for 3 years | 135.00 | 150.34 | 90% |
| Returns for 5 years | 128.19 | 114.51 | 112% |
| Returns for 10 years | 159.47 | 136.95 | 116% |
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