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TEDSX vs UGEIX
TEDSX vs UGEIX Comparison
Open Charts TEDSX vs UGEIX
Franklin Mutual Global Discovery C
Price$31.23
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.03B
Victory Global Equity Income
Price$11.88
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets65.86M
TEDSX vs UGEIX Comparison Chart in %
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TEDSX vs. UGEIX commentary
Aug 07, 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 TEDSX is a Hold and UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.03B vs. UGEIX (65.9M). UGEIX pays higher dividends than TEDSX: UGEIX (1.93) vs TEDSX (0.90). TEDSX was incepted earlier than UGEIX: TEDSX (33 years) vs UGEIX (10 years). TEDSX (1.96) is less costly to investors than UGEIX (1.18). UGEIX is a more actively managed with annual turnover of: 83.00 vs. TEDSX (34.55). TEDSX has a lower initial minimum investment than UGEIX: TEDSX (1000) vs UGEIX (3000). TEDSX annual gain was more profitable for investors over the last year : 3.73 vs. UGEIX (-2.10). TEDSX return over 5 years is better than : 29.74 vs. UGEIX (26.41).
| TEDSX | UGEIX | TEDSX / UGEIX | |
| Total Expense Ratio | 1.96 | 1.03 | 190% |
| Annual Report Gross Expense Ratio | 1.96 | 1.18 | 166% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 11.044 | 14.192 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 65.9M | 13,706% |
| Annual Yield % from dividends | 0.90 | 1.93 | 47% |
| Returns for 1 year | 3.73 | -2.10 | -177% |
| Returns for 3 years | 9.70 | 11.07 | 88% |
| Returns for 5 years | 29.74 | 26.41 | 113% |
| Returns for 10 years | -3.24 | 35.42 | -9% |
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