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SGISX vs TEDSX
SGISX vs TEDSX Comparison
Open Charts SGISX vs TEDSX
Steward Global Equity Income Fund I
Price$38.73
Change-$0.23 (-0.59%)
VolumeN/A
Net Assets453.75M
Franklin Mutual Global Discovery C
Price$32.72
Change-$0.12 (-0.37%)
VolumeN/A
Net Assets9.53B
SGISX vs TEDSX Comparison Chart in %
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SGISX vs. TEDSX commentary
Oct 08, 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 Buy and TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.53B vs. SGISX (454M). SGISX pays higher dividends than TEDSX: SGISX (1.66) vs TEDSX (0.85). 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 : 13.31 vs. TEDSX (3.79). SGISX return over 5 years is better than : 41.99 vs. TEDSX (35.70).
| 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 | 19.962 | 16.993 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 9.53B | 5% |
| Annual Yield % from dividends | 1.66 | 0.85 | 196% |
| Returns for 1 year | 13.31 | 3.79 | 351% |
| Returns for 3 years | 51.17 | 32.23 | 159% |
| Returns for 5 years | 41.99 | 35.70 | 118% |
| Returns for 10 years | 68.33 | 9.31 | 734% |
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