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EPDIX vs TRIGX
EPDIX vs TRIGX Comparison
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EPDIX vs TRIGX Comparison Chart in %
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EPDIX vs. TRIGX 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 EPDIX is a Hold and TRIGX is a Hold.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 16.9B vs. EPDIX (237M). EPDIX (2.46) and TRIGX (2.38) have matching dividends . EPDIX was incepted earlier than TRIGX: EPDIX (12 years) vs TRIGX (28 years). EPDIX (1.23) is less costly to investors than TRIGX (0.81). TRIGX is a more actively managed with annual turnover of: 15.00 vs. EPDIX (14.00). TRIGX has a lower initial minimum investment than EPDIX: TRIGX (2500) vs EPDIX (5000). TRIGX (31.85) and EPDIX (30.79) have marching annual gain over last year. TRIGX return over 5 years is better than : 89.13 vs. EPDIX (82.83).
| EPDIX | TRIGX | EPDIX / TRIGX | |
| Total Expense Ratio | 1.25 | 0.81 | 154% |
| Annual Report Gross Expense Ratio | 1.23 | 0.81 | 152% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 8.592 | 11.775 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 16.9B | 1% |
| Annual Yield % from dividends | 2.46 | 2.38 | 103% |
| Returns for 1 year | 30.79 | 31.85 | 97% |
| Returns for 3 years | 76.08 | 88.48 | 86% |
| Returns for 5 years | 82.83 | 89.13 | 93% |
| Returns for 10 years | 149.80 | 167.74 | 89% |
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