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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
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.5B vs. EPGIX (651M). FGADX pays higher dividends than EPGIX: FGADX (8.48) vs EPGIX (5.87). 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 : 53.75 vs. EPGIX (40.61). FGADX return over 5 years is better than : 232.67 vs. EPGIX (152.02).
| 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 | 16.567 | 13.460 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 3.5B | 19% |
| Annual Yield % from dividends | 5.87 | 8.48 | 69% |
| Returns for 1 year | 40.61 | 53.75 | 76% |
| Returns for 3 years | 196.08 | 324.85 | 60% |
| Returns for 5 years | 152.02 | 232.67 | 65% |
| Returns for 10 years | N/A | 333.24 | - |
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