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DGEFX vs UGEIX
DGEFX vs UGEIX Comparison
Open Charts DGEFX vs UGEIX
DGEFX vs UGEIX Comparison Chart in %
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DGEFX 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 DGEFX is a Buy and UGEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 505M vs. UGEIX (80.5M). DGEFX pays higher dividends than UGEIX: DGEFX (1.87) vs UGEIX (1.61). DGEFX was incepted earlier than UGEIX: DGEFX (9 years) vs UGEIX (11 years). DGEFX (1.10) and UGEIX (1.07) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 62.00 vs. UGEIX (16.00). DGEFX has a lower initial minimum investment than UGEIX: DGEFX (0) vs UGEIX (3000). UGEIX annual gain was more profitable for investors over the last year : 19.17 vs. DGEFX (11.30). DGEFX return over 5 years is better than : 50.89 vs. UGEIX (19.30).
| DGEFX | UGEIX | DGEFX / UGEIX | |
| Total Expense Ratio | 0.98 | 1.02 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.07 | 103% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 10.240 | 15.972 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 80.5M | 627% |
| Annual Yield % from dividends | 1.87 | 1.61 | 117% |
| Returns for 1 year | 11.30 | 19.17 | 59% |
| Returns for 3 years | 43.82 | 31.03 | 141% |
| Returns for 5 years | 50.89 | 19.30 | 264% |
| Returns for 10 years | N/A | 62.74 | - |
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