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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
Jul 24, 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 Hold and FGADX is a Hold.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 2.87B vs. EPGIX (522M). FGADX pays higher dividends than EPGIX: FGADX (10.90) vs EPGIX (7.43). EPGIX was incepted earlier than FGADX: EPGIX (8 years) vs FGADX (30 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 : 55.38 vs. EPGIX (36.86). FGADX return over 5 years is better than : 162.42 vs. EPGIX (100.09).
| 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 | 30 years | - |
| Gain YTD | -6.957 | -8.771 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 2.87B | 18% |
| Annual Yield % from dividends | 7.43 | 10.90 | 68% |
| Returns for 1 year | 36.86 | 55.38 | 67% |
| Returns for 3 years | 122.13 | 215.40 | 57% |
| Returns for 5 years | 100.09 | 162.42 | 62% |
| Returns for 10 years | N/A | 236.03 | - |
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