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EPGIX vs FGADX
EPGIX vs FGADX Comparison
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EPGIX vs FGADX Comparison Chart in %
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EPGIX vs. FGADX commentary
Jun 03, 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 EPGIX is a Buy and FGADX is a Buy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.4B vs. EPGIX (598M). FGADX pays higher dividends than EPGIX: FGADX (9.06) vs EPGIX (6.45). EPGIX was incepted earlier than FGADX: EPGIX (8 years) vs FGADX (29 years). EPGIX (1.08) is less costly to investors than FGADX (0.62). EPGIX is a more actively managed with annual turnover of: 26.00 vs. FGADX (22.76). FGADX has a lower initial minimum investment than EPGIX: FGADX (0) vs EPGIX (5000). FGADX annual gain was more profitable for investors over the last year : 85.55 vs. EPGIX (66.62). FGADX return over 5 years is better than : 167.50 vs. EPGIX (91.93).
| EPGIX | FGADX | EPGIX / FGADX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 5.956 | 5.685 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 3.4B | 18% |
| Annual Yield % from dividends | 6.45 | 9.06 | 71% |
| Returns for 1 year | 66.62 | 85.55 | 78% |
| Returns for 3 years | 148.90 | 262.12 | 57% |
| Returns for 5 years | 91.93 | 167.50 | 55% |
| Returns for 10 years | N/A | 340.15 | - |
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