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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
Jun 24, 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: 8.98B vs. UGEIX (79.4M). UGEIX pays higher dividends than TEDSX: UGEIX (1.60) vs TEDSX (0.81). TEDSX was incepted earlier than UGEIX: TEDSX (34 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 : 20.67 vs. TEDSX (2.01). UGEIX return over 5 years is better than : 18.69 vs. TEDSX (0.33).
| TEDSX | UGEIX | TEDSX / UGEIX | |
| Total Expense Ratio | 1.95 | 1.03 | 189% |
| Annual Report Gross Expense Ratio | 1.95 | 1.18 | 165% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 0.064 | 12.949 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 79.4M | 11,304% |
| Annual Yield % from dividends | 0.81 | 1.60 | 50% |
| Returns for 1 year | 2.01 | 20.67 | 10% |
| Returns for 3 years | 11.19 | 31.74 | 35% |
| Returns for 5 years | 0.33 | 18.69 | 2% |
| Returns for 10 years | 18.12 | 65.87 | 28% |
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