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EPGIX vs FKRCX
EPGIX vs FKRCX Comparison
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EPGIX vs FKRCX Comparison Chart in %
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EPGIX vs. FKRCX 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 FKRCX is a Buy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.5B vs. EPGIX (651M). FKRCX pays higher dividends than EPGIX: FKRCX (9.31) vs EPGIX (5.87). EPGIX was incepted earlier than FKRCX: EPGIX (8 years) vs FKRCX (57 years). EPGIX (1.08) is less costly to investors than FKRCX (0.87). EPGIX is a more actively managed with annual turnover of: 26.00 vs. FKRCX (22.76). FKRCX has a lower initial minimum investment than EPGIX: FKRCX (1000) vs EPGIX (5000). FKRCX annual gain was more profitable for investors over the last year : 53.39 vs. EPGIX (40.61). FKRCX return over 5 years is better than : 228.61 vs. EPGIX (152.02).
| EPGIX | FKRCX | EPGIX / FKRCX | |
| Total Expense Ratio | 1.08 | 0.87 | 124% |
| Annual Report Gross Expense Ratio | 1.08 | 0.87 | 124% |
| Fund Existence | 8 years | 57 years | - |
| Gain YTD | 16.567 | 13.264 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 3.5B | 19% |
| Annual Yield % from dividends | 5.87 | 9.31 | 63% |
| Returns for 1 year | 40.61 | 53.39 | 76% |
| Returns for 3 years | 196.08 | 321.74 | 61% |
| Returns for 5 years | 152.02 | 228.61 | 66% |
| Returns for 10 years | N/A | 323.32 | - |
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