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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.2B vs. UGEIX (80.5M). UGEIX pays higher dividends than TEDSX: UGEIX (1.61) 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 (1.07). 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 : 19.17 vs. TEDSX (2.20). UGEIX return over 5 years is better than : 19.30 vs. TEDSX (2.70).
| 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 | 3.131 | 15.972 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 80.5M | 11,429% |
| Annual Yield % from dividends | 0.81 | 1.61 | 50% |
| Returns for 1 year | 2.20 | 19.17 | 11% |
| Returns for 3 years | 10.31 | 31.03 | 33% |
| Returns for 5 years | 2.70 | 19.30 | 14% |
| Returns for 10 years | 15.57 | 62.74 | 25% |
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