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SGIDX vs TEDSX
SGIDX vs TEDSX Comparison
Open Charts SGIDX vs TEDSX
Steward Global Equity Income Fund A
Price$34.11
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets395.21M
Franklin Mutual Global Discovery C
Price$29.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets8.86B
SGIDX vs TEDSX Comparison Chart
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SGIDX vs. TEDSX commentary
May 09, 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 SGIDX is a Buy and TEDSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 8.86B vs. SGIDX (395M). SGIDX pays higher dividends than TEDSX: SGIDX (1.98) vs TEDSX (0.94). SGIDX was incepted earlier than TEDSX: SGIDX (17 years) vs TEDSX (32 years). TEDSX (1.96) is less costly to investors than SGIDX (1.27). SGIDX is a more actively managed with annual turnover of: 59.00 vs. TEDSX (34.55). SGIDX (1000) and TEDSX (1000) have matching initial minimum investment requirements. SGIDX annual gain was more profitable for investors over the last year : 5.09 vs. TEDSX (-2.86). SGIDX return over 5 years is better than : 41.73 vs. TEDSX (34.38).
| SGIDX | TEDSX | SGIDX / TEDSX | |
| Total Expense Ratio | 1.27 | 1.96 | 65% |
| Annual Report Gross Expense Ratio | 1.27 | 1.96 | 65% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 2.874 | 6.626 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 8.86B | 4% |
| Annual Yield % from dividends | 1.98 | 0.94 | 212% |
| Returns for 1 year | 5.09 | -2.86 | -178% |
| Returns for 3 years | 12.15 | 5.01 | 243% |
| Returns for 5 years | 41.73 | 34.38 | 121% |
| Returns for 10 years | 34.28 | -9.52 | -360% |
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