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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
Aug 23, 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 StrongBuy and UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 842M vs. UGEIX (84.5M). UGEIX pays higher dividends than BIBDX: UGEIX (1.53) vs BIBDX (1.25). 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 : 20.90 vs. BIBDX (-2.89). UGEIX return over 5 years is better than : 23.69 vs. BIBDX (5.42).
| 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 | 3.859 | 21.934 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 84.5M | 996% |
| Annual Yield % from dividends | 1.25 | 1.53 | 82% |
| Returns for 1 year | -2.89 | 20.90 | -14% |
| Returns for 3 years | 16.40 | 40.92 | 40% |
| Returns for 5 years | 5.42 | 23.69 | 23% |
| Returns for 10 years | 19.08 | 70.07 | 27% |
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