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TEDRX vs UGEIX
TEDRX vs UGEIX Comparison
Open Charts TEDRX vs UGEIX
Franklin Mutual Global Discovery R
Price$31.93
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets9.53B
Victory Global Equity Income
Price$12.71
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets70.15M
TEDRX vs UGEIX Comparison Chart in %
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TEDRX vs. UGEIX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.53B vs. UGEIX (70.1M). UGEIX pays higher dividends than TEDRX: UGEIX (1.66) vs TEDRX (1.44). 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 : 4.24 vs. UGEIX (-2.17). TEDRX return over 5 years is better than : 40.95 vs. UGEIX (36.21).
| 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 | 17.303 | 23.201 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.53B | 70.1M | 13,596% |
| Annual Yield % from dividends | 1.44 | 1.66 | 87% |
| Returns for 1 year | 4.24 | -2.17 | -195% |
| Returns for 3 years | 27.69 | 28.15 | 98% |
| Returns for 5 years | 40.95 | 36.21 | 113% |
| Returns for 10 years | 11.03 | 55.59 | 20% |
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