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EPGIX vs FEGIX
EPGIX vs FEGIX Comparison
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EPGIX vs FEGIX Comparison Chart
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EPGIX vs. FEGIX commentary
Jun 02, 2025
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 EPGIX is a Buy and FEGIX is a Buy.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 3.56B vs. EPGIX (312M). EPGIX pays higher dividends than FEGIX: EPGIX (7.58) vs FEGIX (3.70). EPGIX was incepted earlier than FEGIX: EPGIX (7 years) vs FEGIX (22 years). EPGIX (1.12) is less costly to investors than FEGIX (0.93). FEGIX is a more actively managed with annual turnover of: 60.97 vs. EPGIX (26.00). EPGIX has a lower initial minimum investment than FEGIX: EPGIX (5000) vs FEGIX (1000000). FEGIX annual gain was more profitable for investors over the last year : 43.52 vs. EPGIX (29.13). FEGIX return over 5 years is better than : 67.59 vs. EPGIX (35.04).
| EPGIX | FEGIX | EPGIX / FEGIX | |
| Total Expense Ratio | 1.12 | 0.93 | 120% |
| Annual Report Gross Expense Ratio | 1.12 | 0.93 | 120% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 39.313 | 43.473 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 3.56B | 9% |
| Annual Yield % from dividends | 7.58 | 3.70 | 205% |
| Returns for 1 year | 29.13 | 43.52 | 67% |
| Returns for 3 years | 41.75 | 68.27 | 61% |
| Returns for 5 years | 35.04 | 67.59 | 52% |
| Returns for 10 years | N/A | 171.68 | - |
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