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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
Aug 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 Buy and FGADX is a Buy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.3B vs. EPGIX (599M). FGADX pays higher dividends than EPGIX: FGADX (11.18) vs EPGIX (7.69). 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 : 78.26 vs. EPGIX (51.59). FGADX return over 5 years is better than : 206.15 vs. EPGIX (131.24).
| 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 | 5.489 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 3.3B | 18% |
| Annual Yield % from dividends | 7.69 | 11.18 | 69% |
| Returns for 1 year | 51.59 | 78.26 | 66% |
| Returns for 3 years | 174.65 | 301.92 | 58% |
| Returns for 5 years | 131.24 | 206.15 | 64% |
| Returns for 10 years | N/A | 247.77 | - |
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