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TEDSX vs UGEIX
TEDSX vs UGEIX Comparison
Open Charts TEDSX vs UGEIX
TEDSX vs UGEIX Comparison Chart in %
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TEDSX vs. UGEIX commentary
Aug 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 TEDSX is a Hold and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.45B vs. UGEIX (82.9M). UGEIX pays higher dividends than TEDSX: UGEIX (1.53) vs TEDSX (0.77). TEDSX was incepted earlier than UGEIX: TEDSX (34 years) vs UGEIX (11 years). TEDSX (1.95) is less costly to investors than UGEIX (1.07). TEDSX is a more actively managed with annual turnover of: 42.28 vs. UGEIX (16.00). TEDSX has a lower initial minimum investment than UGEIX: TEDSX (1000) vs UGEIX (3000). UGEIX annual gain was more profitable for investors over the last year : 23.92 vs. TEDSX (8.22). UGEIX return over 5 years is better than : 22.81 vs. TEDSX (6.69).
| TEDSX | UGEIX | TEDSX / UGEIX | |
| Total Expense Ratio | 1.95 | 1.02 | 191% |
| Annual Report Gross Expense Ratio | 1.95 | 1.07 | 182% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 6.741 | 19.667 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 82.9M | 11,404% |
| Annual Yield % from dividends | 0.77 | 1.53 | 50% |
| Returns for 1 year | 8.22 | 23.92 | 34% |
| Returns for 3 years | 13.00 | 33.42 | 39% |
| Returns for 5 years | 6.69 | 22.81 | 29% |
| Returns for 10 years | 20.90 | 69.46 | 30% |
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