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TEDSX vs UGEIX
TEDSX vs UGEIX Comparison
Open Charts TEDSX vs UGEIX
Franklin Mutual Global Discovery C
Price$32.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets9.42B
Victory Global Equity Income
Price$12.53
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets68.95M
TEDSX vs UGEIX Comparison Chart in %
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TEDSX vs. UGEIX commentary
Sep 16, 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 Buy and UGEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.42B vs. UGEIX (69M). UGEIX pays higher dividends than TEDSX: UGEIX (1.85) vs TEDSX (0.86). 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 : 3.72 vs. UGEIX (-2.52). TEDSX (33.65) and UGEIX (32.55) have equivalent 5 years return.
| 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 | 16.993 | 21.245 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 69M | 13,654% |
| Annual Yield % from dividends | 0.86 | 1.85 | 47% |
| Returns for 1 year | 3.72 | -2.52 | -147% |
| Returns for 3 years | 20.95 | 24.52 | 85% |
| Returns for 5 years | 33.65 | 32.55 | 103% |
| Returns for 10 years | 11.75 | 56.63 | 21% |
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