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TEDRX vs UGEIX
TEDRX vs UGEIX Comparison
Open Charts TEDRX vs UGEIX
TEDRX vs UGEIX Comparison Chart in %
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TEDRX vs. UGEIX commentary
Jun 03, 2026
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 Buy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.15B vs. UGEIX (79.6M). UGEIX pays higher dividends than TEDRX: UGEIX (1.60) vs TEDRX (1.40). TEDRX was incepted earlier than UGEIX: TEDRX (24 years) vs UGEIX (11 years). TEDRX (1.45) is less costly to investors than UGEIX (1.18). UGEIX is a more actively managed with annual turnover of: 83.00 vs. TEDRX (42.28). TEDRX has a lower initial minimum investment than UGEIX: TEDRX (1000) vs UGEIX (3000). UGEIX annual gain was more profitable for investors over the last year : 21.00 vs. TEDRX (3.73). UGEIX return over 5 years is better than : 17.04 vs. TEDRX (-0.43).
| TEDRX | UGEIX | TEDRX / UGEIX | |
| Total Expense Ratio | 1.45 | 1.03 | 141% |
| Annual Report Gross Expense Ratio | 1.45 | 1.18 | 123% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 1.422 | 13.030 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 79.6M | 11,500% |
| Annual Yield % from dividends | 1.40 | 1.60 | 88% |
| Returns for 1 year | 3.73 | 21.00 | 18% |
| Returns for 3 years | 14.80 | 33.20 | 45% |
| Returns for 5 years | -0.43 | 17.04 | -3% |
| Returns for 10 years | 15.15 | 61.38 | 25% |
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