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EPSIX vs FMDRX
EPSIX vs FMDRX Comparison
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EPSIX vs FMDRX Comparison Chart in %
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EPSIX vs. FMDRX commentary
Jul 14, 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 EPSIX is a Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.2B vs. EPSIX (995M). FMDRX pays higher dividends than EPSIX: FMDRX (1.83) vs EPSIX (1.56). EPSIX was incepted earlier than FMDRX: EPSIX (17 years) vs FMDRX (13 years). EPSIX (1.17) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. EPSIX (30.00). EPSIX has a lower initial minimum investment than FMDRX: EPSIX (2500) vs FMDRX (1000000). EPSIX annual gain was more profitable for investors over the last year : 22.25 vs. FMDRX (3.52). EPSIX return over 5 years is better than : 62.00 vs. FMDRX (7.95).
| EPSIX | FMDRX | EPSIX / FMDRX | |
| Total Expense Ratio | 1.17 | 0.89 | 131% |
| Annual Report Gross Expense Ratio | 1.17 | 0.89 | 131% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 19.989 | 3.712 | 539% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 995M | 9.2B | 11% |
| Annual Yield % from dividends | 1.56 | 1.83 | 85% |
| Returns for 1 year | 22.25 | 3.52 | 632% |
| Returns for 3 years | 54.49 | 14.47 | 377% |
| Returns for 5 years | 62.00 | 7.95 | 780% |
| Returns for 10 years | 88.47 | 22.23 | 398% |
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