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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 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 FKRCX is a Buy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.4B vs. EPGFX (598M). 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 : 85.11 vs. EPGFX (66.17). FKRCX return over 5 years is better than : 164.31 vs. EPGFX (89.48).
| 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 | 5.823 | 5.592 | 104% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 3.4B | 18% |
| Annual Yield % from dividends | 6.36 | 9.93 | 64% |
| Returns for 1 year | 66.17 | 85.11 | 78% |
| Returns for 3 years | 147.08 | 259.64 | 57% |
| Returns for 5 years | 89.48 | 164.31 | 54% |
| Returns for 10 years | 232.05 | 330.15 | 70% |
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