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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
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DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Jun 24, 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 DGEFX is a Buy and EPSIX is a Hold.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 979M vs. DGEFX (500M). DGEFX pays higher dividends than EPSIX: DGEFX (1.85) vs EPSIX (1.42). DGEFX was incepted earlier than EPSIX: DGEFX (9 years) vs EPSIX (17 years). EPSIX (1.17) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 62.00 vs. EPSIX (30.00). DGEFX has a lower initial minimum investment than EPSIX: DGEFX (0) vs EPSIX (2500). EPSIX annual gain was more profitable for investors over the last year : 23.35 vs. DGEFX (12.46). EPSIX return over 5 years is better than : 60.00 vs. DGEFX (48.84).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.94 | 1.17 | 80% |
| Annual Report Gross Expense Ratio | 1.07 | 1.17 | 91% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 8.430 | 17.686 | 48% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 979M | 51% |
| Annual Yield % from dividends | 1.85 | 1.42 | 130% |
| Returns for 1 year | 12.46 | 23.35 | 53% |
| Returns for 3 years | 45.13 | 55.91 | 81% |
| Returns for 5 years | 48.84 | 60.00 | 81% |
| Returns for 10 years | N/A | 92.76 | - |
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