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SGISX vs TEDSX
SGISX vs TEDSX Comparison
Open Charts SGISX vs TEDSX
Steward Global Equity Income Fund I
Price$38.46
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets444.08M
Franklin Mutual Global Discovery C
Price$32.54
Change+$0.47 (+1.47%)
VolumeN/A
Net Assets9.19B
SGISX vs TEDSX Comparison Chart in %
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SGISX vs. TEDSX commentary
Nov 26, 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 SGISX is a Hold and TEDSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.19B vs. SGISX (444M). SGISX pays higher dividends than TEDSX: SGISX (1.66) vs TEDSX (0.75). SGISX was incepted earlier than TEDSX: SGISX (18 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than SGISX (1.01). SGISX is a more actively managed with annual turnover of: 37.00 vs. TEDSX (34.55). TEDSX has a lower initial minimum investment than SGISX: TEDSX (1000) vs SGISX (100000). SGISX annual gain was more profitable for investors over the last year : 11.22 vs. TEDSX (0.89). SGISX return over 5 years is better than : 29.34 vs. TEDSX (19.52).
| SGISX | TEDSX | SGISX / TEDSX | |
| Total Expense Ratio | 1.01 | 1.96 | 52% |
| Annual Report Gross Expense Ratio | 1.01 | 1.96 | 52% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 18.022 | 14.250 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 9.19B | 5% |
| Annual Yield % from dividends | 1.66 | 0.75 | 220% |
| Returns for 1 year | 11.22 | 0.89 | 1,268% |
| Returns for 3 years | 32.98 | 13.02 | 253% |
| Returns for 5 years | 29.34 | 19.52 | 150% |
| Returns for 10 years | 61.20 | 5.46 | 1,121% |
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