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EPGFX vs FKRCX
EPGFX vs FKRCX Comparison
Open Charts EPGFX vs FKRCX
EPGFX vs FKRCX Comparison Chart in %
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EPGFX vs. FKRCX commentary
Jun 24, 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 FKRCX is a Buy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.13B vs. EPGFX (554M). FKRCX pays higher dividends than EPGFX: FKRCX (9.93) vs EPGFX (6.36). EPGFX was incepted earlier than FKRCX: EPGFX (13 years) vs FKRCX (57 years). EPGFX (1.33) is less costly to investors than FKRCX (0.87). EPGFX is a more actively managed with annual turnover of: 26.00 vs. FKRCX (22.76). FKRCX initial investment is less costly to investors than EPGFX (5%) vs EPGFX (5%). FKRCX has a lower initial minimum investment than EPGFX: FKRCX (1000) vs EPGFX (2500). FKRCX annual gain was more profitable for investors over the last year : 78.76 vs. EPGFX (56.98). FKRCX return over 5 years is better than : 171.02 vs. EPGFX (96.06).
| EPGFX | FKRCX | EPGFX / FKRCX | |
| Total Expense Ratio | 1.33 | 0.87 | 153% |
| Annual Report Gross Expense Ratio | 1.33 | 0.87 | 153% |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | -0.253 | -0.477 | 53% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 3.13B | 18% |
| Annual Yield % from dividends | 6.36 | 9.93 | 64% |
| Returns for 1 year | 56.98 | 78.76 | 72% |
| Returns for 3 years | 146.33 | 258.97 | 57% |
| Returns for 5 years | 96.06 | 171.02 | 56% |
| Returns for 10 years | 182.56 | 275.86 | 66% |
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