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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
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 DGEFX is a Buy and UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 519M vs. UGEIX (84.5M). DGEFX pays higher dividends than UGEIX: DGEFX (1.81) vs UGEIX (1.53). 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 : 20.90 vs. DGEFX (13.06). DGEFX return over 5 years is better than : 55.52 vs. UGEIX (23.69).
| 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 | 14.517 | 21.934 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 84.5M | 614% |
| Annual Yield % from dividends | 1.81 | 1.53 | 119% |
| Returns for 1 year | 13.06 | 20.90 | 63% |
| Returns for 3 years | 53.23 | 40.92 | 130% |
| Returns for 5 years | 55.52 | 23.69 | 234% |
| Returns for 10 years | N/A | 70.07 | - |
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