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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
Aug 31, 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 Buy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 1.01B vs. DGEFX (515M). DGEFX pays higher dividends than EPSIX: DGEFX (1.81) vs EPSIX (1.53). DGEFX was incepted earlier than EPSIX: DGEFX (9 years) vs EPSIX (17 years). EPSIX (1.17) is less costly to investors than DGEFX (1.10). 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 : 21.47 vs. DGEFX (11.46). EPSIX return over 5 years is better than : 62.73 vs. DGEFX (53.58).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.98 | 1.17 | 84% |
| Annual Report Gross Expense Ratio | 1.10 | 1.17 | 94% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 13.779 | 22.199 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 1.01B | 51% |
| Annual Yield % from dividends | 1.81 | 1.53 | 118% |
| Returns for 1 year | 11.46 | 21.47 | 53% |
| Returns for 3 years | 49.24 | 58.12 | 85% |
| Returns for 5 years | 53.58 | 62.73 | 85% |
| Returns for 10 years | N/A | 94.60 | - |
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