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EPGFX vs FEGIX
EPGFX vs FEGIX Comparison
Open Charts EPGFX vs FEGIX
EPGFX vs FEGIX Comparison Chart
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EPGFX vs. FEGIX commentary
Apr 16, 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 EPGFX is a Buy and FEGIX is a Buy.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 3.55B vs. EPGFX (288M). EPGFX pays higher dividends than FEGIX: EPGFX (8.28) vs FEGIX (4.03). EPGFX was incepted earlier than FEGIX: EPGFX (12 years) vs FEGIX (22 years). EPGFX (1.37) is less costly to investors than FEGIX (0.93). FEGIX is a more actively managed with annual turnover of: 60.97 vs. EPGFX (26.00). EPGFX has a lower initial minimum investment than FEGIX: EPGFX (2500) vs FEGIX (1000000). FEGIX annual gain was more profitable for investors over the last year : 48.74 vs. EPGFX (36.32). FEGIX return over 5 years is better than : 78.60 vs. EPGFX (54.16).
| EPGFX | FEGIX | EPGFX / FEGIX | |
| Total Expense Ratio | 1.37 | 0.93 | 147% |
| Annual Report Gross Expense Ratio | 1.37 | 0.93 | 147% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 34.816 | 42.901 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 3.55B | 8% |
| Annual Yield % from dividends | 8.28 | 4.03 | 205% |
| Returns for 1 year | 36.32 | 48.74 | 75% |
| Returns for 3 years | 7.37 | 42.41 | 17% |
| Returns for 5 years | 54.16 | 78.60 | 69% |
| Returns for 10 years | 143.72 | 172.77 | 83% |
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