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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
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.45B vs. EPSIX (997M). FMDRX pays higher dividends than EPSIX: FMDRX (1.74) vs EPSIX (1.53). 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 : 24.43 vs. FMDRX (9.64). EPSIX return over 5 years is better than : 63.65 vs. FMDRX (12.18).
| 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 | 20.971 | 7.424 | 282% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 9.45B | 11% |
| Annual Yield % from dividends | 1.53 | 1.74 | 88% |
| Returns for 1 year | 24.43 | 9.64 | 253% |
| Returns for 3 years | 53.70 | 17.30 | 310% |
| Returns for 5 years | 63.65 | 12.18 | 522% |
| Returns for 10 years | 90.74 | 27.87 | 326% |
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