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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
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BIBDX vs UGEIX Comparison Chart in %
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BIBDX vs. UGEIX commentary
Jun 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 BIBDX is a Hold and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 896M vs. UGEIX (79.6M). UGEIX pays higher dividends than BIBDX: UGEIX (1.60) vs BIBDX (1.29). BIBDX was incepted earlier than UGEIX: BIBDX (18 years) vs UGEIX (11 years). UGEIX (1.18) is less costly to investors than BIBDX (0.80). UGEIX is a more actively managed with annual turnover of: 83.00 vs. BIBDX (44.00). 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 : 21.00 vs. BIBDX (4.72). UGEIX return over 5 years is better than : 17.04 vs. BIBDX (-1.02).
| BIBDX | UGEIX | BIBDX / UGEIX | |
| Total Expense Ratio | 0.80 | 1.03 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 10.438 | 13.030 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 79.6M | 1,126% |
| Annual Yield % from dividends | 1.29 | 1.60 | 81% |
| Returns for 1 year | 4.72 | 21.00 | 22% |
| Returns for 3 years | 23.66 | 33.20 | 71% |
| Returns for 5 years | -1.02 | 17.04 | -6% |
| Returns for 10 years | 32.00 | 61.38 | 52% |
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