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EPDIX vs FINVX
EPDIX vs FINVX Comparison
Open Charts EPDIX vs FINVX
EuroPac International Dividend Income I
Price$10.09
Change-$0.69 (-6.40%)
VolumeN/A
Net Assets119.98M
Fidelity Series International Value
Price$12.31
Change-$0.98 (-7.37%)
VolumeN/A
Net Assets15.42B
EPDIX vs FINVX Comparison Chart
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EPDIX vs. FINVX commentary
Apr 07, 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 EPDIX is a Hold and FINVX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.4B vs. EPDIX (120M). FINVX pays higher dividends than EPDIX: FINVX (4.09) vs EPDIX (3.08). EPDIX was incepted earlier than FINVX: EPDIX (11 years) vs FINVX (15 years). EPDIX (1.29) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. EPDIX (4.00). FINVX has a lower initial minimum investment than EPDIX: FINVX (0) vs EPDIX (5000). EPDIX annual gain was more profitable for investors over the last year : 11.71 vs. FINVX (2.68). FINVX return over 5 years is better than : 119.11 vs. EPDIX (81.71).
| EPDIX | FINVX | EPDIX / FINVX | |
| Total Expense Ratio | 1.27 | 0.01 | 12,700% |
| Annual Report Gross Expense Ratio | 1.29 | 0.01 | 12,900% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 11.845 | 3.272 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 15.4B | 1% |
| Annual Yield % from dividends | 3.08 | 4.09 | 75% |
| Returns for 1 year | 11.71 | 2.68 | 437% |
| Returns for 3 years | 13.14 | 25.47 | 52% |
| Returns for 5 years | 81.71 | 119.11 | 69% |
| Returns for 10 years | 39.21 | 52.56 | 75% |
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