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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 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 DGEFX is a Buy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 492M vs. UGEIX (79.6M). 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 : 21.00 vs. DGEFX (12.98). DGEFX return over 5 years is better than : 47.36 vs. UGEIX (17.04).
| 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 | 13.030 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 79.6M | 618% |
| Annual Yield % from dividends | 1.85 | 1.60 | 116% |
| Returns for 1 year | 12.98 | 21.00 | 62% |
| Returns for 3 years | 45.59 | 33.20 | 137% |
| Returns for 5 years | 47.36 | 17.04 | 278% |
| Returns for 10 years | N/A | 61.38 | - |
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