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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
Apr 25, 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: 3.51B vs. EPGIX (298M). EPGIX pays higher dividends than FEGIX: EPGIX (8.43) vs FEGIX (4.03). EPGIX was incepted earlier than FEGIX: EPGIX (6 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 : 49.99 vs. EPGIX (37.71). FEGIX return over 5 years is better than : 66.92 vs. EPGIX (44.21).
| EPGIX | FEGIX | EPGIX / FEGIX | |
| Total Expense Ratio | 1.12 | 0.93 | 120% |
| Annual Report Gross Expense Ratio | 1.12 | 0.93 | 120% |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 34.264 | 42.252 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 3.51B | 8% |
| Annual Yield % from dividends | 8.43 | 4.03 | 209% |
| Returns for 1 year | 37.71 | 49.99 | 75% |
| Returns for 3 years | 20.94 | 55.73 | 38% |
| Returns for 5 years | 44.21 | 66.92 | 66% |
| Returns for 10 years | N/A | 170.45 | - |
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