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EPGFX vs IOGYX
EPGFX vs IOGYX Comparison
Open Charts EPGFX vs IOGYX
EPGFX vs IOGYX Comparison Chart in %
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EPGFX vs. IOGYX 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 IOGYX is a Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 4B vs. EPGFX (598M). EPGFX pays higher dividends than IOGYX: EPGFX (6.36) vs IOGYX (0.59). EPGFX was incepted earlier than IOGYX: EPGFX (13 years) vs IOGYX (7 years). EPGFX (1.33) is less costly to investors than IOGYX (0.73). IOGYX is a more actively managed with annual turnover of: 47.00 vs. EPGFX (26.00). EPGFX has a lower initial minimum investment than IOGYX: EPGFX (2500) vs IOGYX (1000000). EPGFX annual gain was more profitable for investors over the last year : 66.17 vs. IOGYX (56.72). IOGYX return over 5 years is better than : 111.86 vs. EPGFX (89.48).
| EPGFX | IOGYX | EPGFX / IOGYX | |
| Total Expense Ratio | 1.33 | 0.73 | 182% |
| Annual Report Gross Expense Ratio | 1.33 | 0.73 | 182% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 5.823 | 2.313 | 252% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 4B | 15% |
| Annual Yield % from dividends | 6.36 | 0.59 | 1,080% |
| Returns for 1 year | 66.17 | 56.72 | 117% |
| Returns for 3 years | 147.08 | 164.52 | 89% |
| Returns for 5 years | 89.48 | 111.86 | 80% |
| Returns for 10 years | 232.05 | N/A | - |