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SEWIX vs TEDIX
SEWIX vs TEDIX Comparison
Open Charts SEWIX vs TEDIX
NAA World Equity Income Instl
Price$16.26
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets46.35M
Franklin Mutual Global Discovery A
Price$30.24
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets9.09B
SEWIX vs TEDIX Comparison Chart
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SEWIX vs. TEDIX commentary
Apr 04, 2025
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 SEWIX is a StrongBuy and TEDIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.09B vs. SEWIX (46.3M). SEWIX pays higher dividends than TEDIX: SEWIX (2.32) vs TEDIX (1.77). SEWIX was incepted earlier than TEDIX: SEWIX (14 years) vs TEDIX (32 years). SEWIX (1.24) and TEDIX (1.21) have similar cost to investors . SEWIX is a more actively managed with annual turnover of: 156.00 vs. TEDIX (35.47). TEDIX has a lower initial minimum investment than SEWIX: TEDIX (1000) vs SEWIX (2000000). SEWIX annual gain was more profitable for investors over the last year : 2.06 vs. TEDIX (-1.30). TEDIX (55.01) and SEWIX (53.65) have equivalent 5 years return.
| SEWIX | TEDIX | SEWIX / TEDIX | |
| Total Expense Ratio | 0.92 | 1.21 | 76% |
| Annual Report Gross Expense Ratio | 1.24 | 1.21 | 102% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 2.449 | 8.426 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.3M | 9.09B | 1% |
| Annual Yield % from dividends | 2.32 | 1.77 | 131% |
| Returns for 1 year | 2.06 | -1.30 | -159% |
| Returns for 3 years | 13.74 | 1.40 | 982% |
| Returns for 5 years | 53.65 | 55.01 | 98% |
| Returns for 10 years | 42.46 | -4.66 | -911% |
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