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EPDIX vs TRIGX
EPDIX vs TRIGX Comparison
Open Charts EPDIX vs TRIGX
EPDIX vs TRIGX Comparison Chart in %
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EPDIX vs. TRIGX commentary
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRIGX has more cash in the bank: 17.3B vs. EPDIX (251M). EPDIX (2.29) and TRIGX (2.29) 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 annual gain was more profitable for investors over the last year : 31.48 vs. TRIGX (27.69). EPDIX (104.15) and TRIGX (102.01) have equivalent 5 years return.
| 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 | 16.801 | 17.452 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 17.3B | 1% |
| Annual Yield % from dividends | 2.29 | 2.29 | 100% |
| Returns for 1 year | 31.48 | 27.69 | 114% |
| Returns for 3 years | 92.26 | 96.38 | 96% |
| Returns for 5 years | 104.15 | 102.01 | 102% |
| Returns for 10 years | 146.71 | 155.73 | 94% |
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