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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
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 500M vs. UGEIX (79.4M). DGEFX pays higher dividends than UGEIX: DGEFX (1.85) vs UGEIX (1.60). DGEFX was incepted earlier than UGEIX: DGEFX (9 years) vs UGEIX (11 years). UGEIX (1.18) is less costly to investors than DGEFX (1.07). UGEIX is a more actively managed with annual turnover of: 83.00 vs. DGEFX (62.00). 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 : 20.67 vs. DGEFX (13.07). DGEFX return over 5 years is better than : 49.29 vs. UGEIX (18.69).
| DGEFX | UGEIX | DGEFX / UGEIX | |
| Total Expense Ratio | 0.94 | 1.03 | 91% |
| Annual Report Gross Expense Ratio | 1.07 | 1.18 | 91% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 8.283 | 12.949 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 79.4M | 630% |
| Annual Yield % from dividends | 1.85 | 1.60 | 116% |
| Returns for 1 year | 13.07 | 20.67 | 63% |
| Returns for 3 years | 44.93 | 31.74 | 142% |
| Returns for 5 years | 49.29 | 18.69 | 264% |
| Returns for 10 years | N/A | 65.87 | - |
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