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TEDRX vs UGEIX
TEDRX vs UGEIX Comparison
Open Charts TEDRX vs UGEIX
Franklin Mutual Global Discovery R
Price$30.84
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets9.13B
Victory Global Equity Income
Price$12.70
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets69.75M
TEDRX vs UGEIX Comparison Chart in %
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TEDRX vs. UGEIX commentary
Nov 20, 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 TEDRX is a Hold and UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.13B vs. UGEIX (69.7M). UGEIX pays higher dividends than TEDRX: UGEIX (1.65) vs TEDRX (1.35). TEDRX was incepted earlier than UGEIX: TEDRX (24 years) vs UGEIX (10 years). TEDRX (1.46) is less costly to investors than UGEIX (1.18). UGEIX is a more actively managed with annual turnover of: 83.00 vs. TEDRX (34.55). TEDRX has a lower initial minimum investment than UGEIX: TEDRX (1000) vs UGEIX (3000). TEDRX annual gain was more profitable for investors over the last year : 2.19 vs. UGEIX (-1.72). UGEIX return over 5 years is better than : 28.92 vs. TEDRX (22.56).
| TEDRX | UGEIX | TEDRX / UGEIX | |
| Total Expense Ratio | 1.46 | 1.03 | 142% |
| Annual Report Gross Expense Ratio | 1.46 | 1.18 | 124% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.850 | 23.395 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 69.7M | 13,105% |
| Annual Yield % from dividends | 1.35 | 1.65 | 82% |
| Returns for 1 year | 2.19 | -1.72 | -127% |
| Returns for 3 years | 14.45 | 19.32 | 75% |
| Returns for 5 years | 22.56 | 28.92 | 78% |
| Returns for 10 years | 4.72 | 52.75 | 9% |
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