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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
Sep 12, 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 StrongBuy and TRIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 16.8B vs. EPDIX (248M). TRIGX (2.27) and EPDIX (2.17) have matching dividends . EPDIX was incepted earlier than TRIGX: EPDIX (13 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). EPDIX (23.74) and TRIGX (22.89) have marching annual gain over last year. EPDIX return over 5 years is better than : 99.67 vs. TRIGX (93.71).
| EPDIX | TRIGX | EPDIX / TRIGX | |
| Total Expense Ratio | 1.25 | 0.81 | 154% |
| Annual Report Gross Expense Ratio | 1.23 | 0.81 | 152% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 15.389 | 15.055 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 16.8B | 1% |
| Annual Yield % from dividends | 2.17 | 2.27 | 96% |
| Returns for 1 year | 23.74 | 22.89 | 104% |
| Returns for 3 years | 86.40 | 89.54 | 96% |
| Returns for 5 years | 99.67 | 93.71 | 106% |
| Returns for 10 years | 154.28 | 154.27 | 100% |
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