Interact to see
Advertisement
Advertisement
BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BIBDX vs UGEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. UGEIX 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 BIBDX is a Buy and UGEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 851M vs. UGEIX (80.5M). UGEIX pays higher dividends than BIBDX: UGEIX (1.61) vs BIBDX (1.30). BIBDX was incepted earlier than UGEIX: BIBDX (18 years) vs UGEIX (11 years). UGEIX (1.07) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. UGEIX (16.00). UGEIX has a lower initial minimum investment than BIBDX: UGEIX (3000) vs BIBDX (2000000). UGEIX annual gain was more profitable for investors over the last year : 19.17 vs. BIBDX (0.80). UGEIX return over 5 years is better than : 19.30 vs. BIBDX (-2.68).
| BIBDX | UGEIX | BIBDX / UGEIX | |
| Total Expense Ratio | 0.80 | 1.02 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.07 | 75% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 10.099 | 15.972 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 851M | 80.5M | 1,057% |
| Annual Yield % from dividends | 1.30 | 1.61 | 81% |
| Returns for 1 year | 0.80 | 19.17 | 4% |
| Returns for 3 years | 19.19 | 31.03 | 62% |
| Returns for 5 years | -2.68 | 19.30 | -14% |
| Returns for 10 years | 28.08 | 62.74 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers