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TEDSX vs UGEIX
TEDSX vs UGEIX Comparison
Open Charts TEDSX vs UGEIX
Franklin Mutual Global Discovery C
Price$32.15
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets9.39B
Victory Global Equity Income
Price$11.86
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets66.77M
TEDSX vs UGEIX Comparison Chart in %
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TEDSX vs. UGEIX commentary
Jul 08, 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 Buy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.39B vs. UGEIX (66.8M). UGEIX pays higher dividends than TEDSX: UGEIX (1.94) vs TEDSX (0.88). TEDSX was incepted earlier than UGEIX: TEDSX (33 years) vs UGEIX (10 years). TEDSX (1.96) is less costly to investors than UGEIX (1.19). 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 : 4.78 vs. UGEIX (-4.55). TEDSX return over 5 years is better than : 38.36 vs. UGEIX (34.24).
| TEDSX | UGEIX | TEDSX / UGEIX | |
| Total Expense Ratio | 1.96 | 1.02 | 192% |
| Annual Report Gross Expense Ratio | 1.96 | 1.19 | 165% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 14.535 | 14.579 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.39B | 66.8M | 14,055% |
| Annual Yield % from dividends | 0.88 | 1.94 | 46% |
| Returns for 1 year | 4.78 | -4.55 | -105% |
| Returns for 3 years | 16.09 | 16.16 | 100% |
| Returns for 5 years | 38.36 | 34.24 | 112% |
| Returns for 10 years | 0.68 | N/A | - |
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