Interact to see
Advertisement
Advertisement
TEDSX vs UGEIX
TEDSX vs UGEIX Comparison
Open Charts TEDSX vs UGEIX
TEDSX vs UGEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TEDSX 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 TEDSX is a Buy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.15B vs. UGEIX (79.6M). UGEIX pays higher dividends than TEDSX: UGEIX (1.60) vs TEDSX (0.81). TEDSX was incepted earlier than UGEIX: TEDSX (33 years) vs UGEIX (11 years). TEDSX (1.95) is less costly to investors than UGEIX (1.18). UGEIX is a more actively managed with annual turnover of: 83.00 vs. TEDSX (42.28). 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 : 21.00 vs. TEDSX (3.52). UGEIX return over 5 years is better than : 17.04 vs. TEDSX (-1.24).
| TEDSX | UGEIX | TEDSX / UGEIX | |
| Total Expense Ratio | 1.95 | 1.03 | 189% |
| Annual Report Gross Expense Ratio | 1.95 | 1.18 | 165% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 1.246 | 13.030 | 10% |
| 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 | 0.81 | 1.60 | 50% |
| Returns for 1 year | 3.52 | 21.00 | 17% |
| Returns for 3 years | 13.89 | 33.20 | 42% |
| Returns for 5 years | -1.24 | 17.04 | -7% |
| Returns for 10 years | 15.04 | 61.38 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement