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SEWIX vs TEDSX
SEWIX vs TEDSX Comparison
Open Charts SEWIX vs TEDSX
NAA World Equity Income Instl
Price$17.26
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets46.85M
Franklin Mutual Global Discovery C
Price$32.15
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets9.39B
SEWIX vs TEDSX Comparison Chart in %
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SEWIX vs. TEDSX commentary
Jul 07, 2025
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 SEWIX is a Buy and TEDSX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.39B vs. SEWIX (46.8M). SEWIX pays higher dividends than TEDSX: SEWIX (2.11) vs TEDSX (0.88). SEWIX was incepted earlier than TEDSX: SEWIX (14 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than SEWIX (1.24). SEWIX is a more actively managed with annual turnover of: 122.00 vs. TEDSX (34.55). TEDSX has a lower initial minimum investment than SEWIX: TEDSX (1000) vs SEWIX (2000000). SEWIX annual gain was more profitable for investors over the last year : 5.81 vs. TEDSX (4.78). TEDSX return over 5 years is better than : 38.36 vs. SEWIX (34.74).
| SEWIX | TEDSX | SEWIX / TEDSX | |
| Total Expense Ratio | 0.92 | 1.96 | 47% |
| Annual Report Gross Expense Ratio | 1.24 | 1.96 | 63% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 9.667 | 14.535 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 9.39B | 0% |
| Annual Yield % from dividends | 2.11 | 0.88 | 239% |
| Returns for 1 year | 5.81 | 4.78 | 122% |
| Returns for 3 years | 36.04 | 16.09 | 224% |
| Returns for 5 years | 34.74 | 38.36 | 91% |
| Returns for 10 years | 56.95 | 0.68 | 8,378% |
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