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SGGDX vs UPMMX
SGGDX vs UPMMX Comparison
Open Charts SGGDX vs UPMMX
First Eagle Gold A
Price$65.29
Change+$15.69 (+31.63%)
VolumeN/A
Net Assets5.77B
Victory Precious Metals & Minerals Cl A
Price$53.96
Change+$12.57 (+30.37%)
VolumeN/A
Net Assets1.29B
SGGDX vs UPMMX Comparison Chart in %
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SGGDX vs. UPMMX commentary
Feb 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 Buy and UPMMX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 5.77B vs. UPMMX (1.29B). SGGDX pays higher dividends than UPMMX: SGGDX (0.98) vs UPMMX (0.11). SGGDX was incepted earlier than UPMMX: SGGDX (32 years) vs UPMMX (16 years). UPMMX (1.40) is less costly to investors than SGGDX (1.16). 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 annual gain was more profitable for investors over the last year : 149.78 vs. SGGDX (126.07). SGGDX (191.69) and UPMMX (188.76) 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 | 16 years | - |
| Gain YTD | 14.303 | 13.984 | 102% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 1.29B | 448% |
| Annual Yield % from dividends | 0.98 | 0.11 | 881% |
| Returns for 1 year | 126.07 | 149.78 | 84% |
| Returns for 3 years | 189.81 | 221.93 | 86% |
| Returns for 5 years | 191.69 | 188.76 | 102% |
| Returns for 10 years | 435.12 | 477.97 | 91% |
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