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EPGFX vs FEGOX
EPGFX vs FEGOX Comparison
Open Charts EPGFX vs FEGOX
EPGFX vs FEGOX Comparison Chart
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EPGFX vs. FEGOX commentary
Jun 15, 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 FEGOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 3.8B vs. EPGFX (335M). EPGFX pays higher dividends than FEGOX: EPGFX (7.45) vs FEGOX (3.53). EPGFX was incepted earlier than FEGOX: EPGFX (12 years) vs FEGOX (22 years). FEGOX (1.91) is less costly to investors than EPGFX (1.37). FEGOX is a more actively managed with annual turnover of: 60.97 vs. EPGFX (26.00). EPGFX (2500) and FEGOX (2500) have matching initial minimum investment requirements. FEGOX annual gain was more profitable for investors over the last year : 61.18 vs. EPGFX (51.67). FEGOX return over 5 years is better than : 76.74 vs. EPGFX (48.84).
| EPGFX | FEGOX | EPGFX / FEGOX | |
| Total Expense Ratio | 1.37 | 1.91 | 72% |
| Annual Report Gross Expense Ratio | 1.37 | 1.91 | 72% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 50.000 | 52.500 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 3.8B | 9% |
| Annual Yield % from dividends | 7.45 | 3.53 | 211% |
| Returns for 1 year | 51.67 | 61.18 | 84% |
| Returns for 3 years | 62.06 | 82.56 | 75% |
| Returns for 5 years | 48.84 | 76.74 | 64% |
| Returns for 10 years | 185.84 | 174.42 | 107% |
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