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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
Jul 14, 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: 4.62B vs. UPMMX (971M). SGGDX pays higher dividends than UPMMX: SGGDX (1.19) 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 annual gain was more profitable for investors over the last year : 44.42 vs. SGGDX (37.80). SGGDX (125.03) and UPMMX (119.45) have equivalent 5 years return.
| 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 | -11.117 | -12.125 | 92% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 971M | 476% |
| Annual Yield % from dividends | 1.19 | 0.14 | 858% |
| Returns for 1 year | 37.80 | 44.42 | 85% |
| Returns for 3 years | 123.56 | 140.21 | 88% |
| Returns for 5 years | 125.03 | 119.45 | 105% |
| Returns for 10 years | 164.91 | 148.31 | 111% |
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