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SGGDX vs UPMMX
SGGDX vs UPMMX Comparison
Open Charts SGGDX vs UPMMX
Victory Precious Metals & Minerals Cl A
Price$44.65
Change-$0.15 (-0.33%)
VolumeN/A
Net Assets1.11B
SGGDX vs UPMMX Comparison Chart in %
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SGGDX vs. UPMMX commentary
Dec 04, 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 StrongBuy and UPMMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.13B vs. UPMMX (1.11B). SGGDX pays higher dividends than UPMMX: SGGDX (2.44) 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 : 127.63 vs. SGGDX (103.34). SGGDX (134.84) and UPMMX (132.21) have equivalent 5 years return.
| 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 | 116.285 | 145.043 | 80% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 1.11B | 463% |
| Annual Yield % from dividends | 2.44 | 0.00 | - |
| Returns for 1 year | 103.34 | 127.63 | 81% |
| Returns for 3 years | 153.31 | 185.38 | 83% |
| Returns for 5 years | 134.84 | 132.21 | 102% |
| Returns for 10 years | 386.64 | 429.33 | 90% |
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