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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
Jul 14, 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: 995M vs. DGEFX (505M). DGEFX pays higher dividends than EPSIX: DGEFX (1.87) vs EPSIX (1.56). 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 : 22.25 vs. DGEFX (11.30). EPSIX return over 5 years is better than : 62.00 vs. DGEFX (50.89).
| 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 | 10.240 | 19.989 | 51% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 995M | 51% |
| Annual Yield % from dividends | 1.87 | 1.56 | 120% |
| Returns for 1 year | 11.30 | 22.25 | 51% |
| Returns for 3 years | 43.82 | 54.49 | 80% |
| Returns for 5 years | 50.89 | 62.00 | 82% |
| Returns for 10 years | N/A | 88.47 | - |
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