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EPGFX vs FGADX
EPGFX vs FGADX Comparison
Open Charts EPGFX vs FGADX
EPGFX vs FGADX Comparison Chart in %
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EPGFX vs. FGADX commentary
Jul 25, 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 EPGFX is a Hold and FGADX is a Hold.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 2.8B vs. EPGFX (513M). FGADX pays higher dividends than EPGFX: FGADX (10.90) vs EPGFX (7.32). EPGFX was incepted earlier than FGADX: EPGFX (13 years) vs FGADX (30 years). EPGFX (1.33) is less costly to investors than FGADX (0.62). EPGFX is a more actively managed with annual turnover of: 26.00 vs. FGADX (22.76). FGADX has a lower initial minimum investment than EPGFX: FGADX (0) vs EPGFX (2500). FGADX annual gain was more profitable for investors over the last year : 53.89 vs. EPGFX (35.11). FGADX return over 5 years is better than : 155.90 vs. EPGFX (94.07).
| EPGFX | FGADX | EPGFX / FGADX | |
| Total Expense Ratio | 1.33 | 0.62 | 215% |
| Annual Report Gross Expense Ratio | 1.33 | 0.62 | 215% |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | -8.709 | -11.037 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 2.8B | 18% |
| Annual Yield % from dividends | 7.32 | 10.90 | 67% |
| Returns for 1 year | 35.11 | 53.89 | 65% |
| Returns for 3 years | 113.58 | 204.66 | 55% |
| Returns for 5 years | 94.07 | 155.90 | 60% |
| Returns for 10 years | 140.63 | 220.77 | 64% |
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