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EPGIX vs FEGOX
EPGIX vs FEGOX Comparison
Open Charts EPGIX vs FEGOX
EPGIX vs FEGOX Comparison Chart in %
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EPGIX vs. FEGOX commentary
Nov 20, 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 Hold and FEGOX is a Hold.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.79B vs. EPGIX (490M). EPGIX pays higher dividends than FEGOX: EPGIX (5.52) vs FEGOX (2.71). EPGIX was incepted earlier than FEGOX: EPGIX (7 years) vs FEGOX (23 years). FEGOX (1.91) is less costly to investors than EPGIX (1.12). FEGOX is a more actively managed with annual turnover of: 60.97 vs. EPGIX (26.00). FEGOX has a lower initial minimum investment than EPGIX: FEGOX (2500) vs EPGIX (5000). FEGOX (83.17) and EPGIX (82.99) have marching annual gain over last year. FEGOX return over 5 years is better than : 108.24 vs. EPGIX (71.22).
| EPGIX | FEGOX | EPGIX / FEGOX | |
| Total Expense Ratio | 1.12 | 1.91 | 59% |
| Annual Report Gross Expense Ratio | 1.12 | 1.91 | 59% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 99.570 | 98.860 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 4.79B | 10% |
| Annual Yield % from dividends | 5.52 | 2.71 | 204% |
| Returns for 1 year | 82.99 | 83.17 | 100% |
| Returns for 3 years | 133.03 | 147.08 | 90% |
| Returns for 5 years | 71.22 | 108.24 | 66% |
| Returns for 10 years | N/A | 344.48 | - |
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