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TEDSX vs UGEIX
TEDSX vs UGEIX Comparison
Open Charts TEDSX vs UGEIX
Franklin Mutual Global Discovery C
Price$32.74
Change+$0.18 (+0.55%)
VolumeN/A
Net Assets9.47B
Victory Global Equity Income
Price$12.56
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.37M
TEDSX vs UGEIX Comparison Chart in %
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TEDSX vs. UGEIX commentary
Oct 19, 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 TEDSX is a Hold and UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.47B vs. UGEIX (69.4M). UGEIX pays higher dividends than TEDSX: UGEIX (1.66) vs TEDSX (0.85). TEDSX was incepted earlier than UGEIX: TEDSX (33 years) vs UGEIX (10 years). TEDSX (1.96) is less costly to investors than UGEIX (1.18). UGEIX is a more actively managed with annual turnover of: 83.00 vs. TEDSX (34.55). TEDSX has a lower initial minimum investment than UGEIX: TEDSX (1000) vs UGEIX (3000). TEDSX annual gain was more profitable for investors over the last year : 2.93 vs. UGEIX (-5.11). TEDSX return over 5 years is better than : 36.44 vs. UGEIX (30.06).
| TEDSX | UGEIX | TEDSX / UGEIX | |
| Total Expense Ratio | 1.96 | 1.03 | 190% |
| Annual Report Gross Expense Ratio | 1.96 | 1.18 | 166% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 16.637 | 21.747 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 69.4M | 13,651% |
| Annual Yield % from dividends | 0.85 | 1.66 | 51% |
| Returns for 1 year | 2.93 | -5.11 | -57% |
| Returns for 3 years | 28.46 | 28.34 | 100% |
| Returns for 5 years | 36.44 | 30.06 | 121% |
| Returns for 10 years | 9.22 | 50.55 | 18% |
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