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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.64B vs. UGEIX (84.5M). 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 : 20.90 vs. TEDSX (6.59). UGEIX return over 5 years is better than : 23.69 vs. TEDSX (9.61).
| 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 | 9.521 | 21.934 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.64B | 84.5M | 11,413% |
| Annual Yield % from dividends | 0.77 | 1.53 | 50% |
| Returns for 1 year | 6.59 | 20.90 | 32% |
| Returns for 3 years | 20.28 | 40.92 | 50% |
| Returns for 5 years | 9.61 | 23.69 | 41% |
| Returns for 10 years | 19.70 | 70.07 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WFDSX | 31.66 | 0.17 | +0.54% |
| Allspring SMID Cap Growth Fund - Cl Inst | |||
| NRGSX | 62.63 | 0.26 | +0.42% |
| Neuberger Genesis R6 | |||
| ADVGX | 16.13 | 0.06 | +0.37% |
| North Square Select Small Cap I | |||
| SMSAX | 10.72 | 0.04 | +0.37% |
| SEI Multi Strategy Alternatives F (SIMT) | |||
| CFSIX | 21.16 | 0.07 | +0.33% |
| Touchstone Sands Capital Select Growth Y | |||