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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
Jun 04, 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 Buy and FGADX is a Buy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.4B vs. EPGFX (598M). FGADX pays higher dividends than EPGFX: FGADX (9.06) vs EPGFX (6.36). EPGFX was incepted earlier than FGADX: EPGFX (13 years) vs FGADX (29 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 : 85.55 vs. EPGFX (66.17). FGADX return over 5 years is better than : 167.50 vs. EPGFX (89.48).
| 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 | 29 years | - |
| Gain YTD | 5.823 | 5.685 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 3.4B | 18% |
| Annual Yield % from dividends | 6.36 | 9.06 | 70% |
| Returns for 1 year | 66.17 | 85.55 | 77% |
| Returns for 3 years | 147.08 | 262.12 | 56% |
| Returns for 5 years | 89.48 | 167.50 | 53% |
| Returns for 10 years | 232.05 | 340.15 | 68% |