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EPSIX vs PRGEX
EPSIX vs PRGEX Comparison
Open Charts EPSIX vs PRGEX
NYLI Epoch Global Equity Yield Inv Class
Price$21.91
Change-$0.74 (-3.27%)
VolumeN/A
Net Assets749.12M
Pioneer Global Sustainable Equity R
Price$19.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets523.17M
EPSIX vs PRGEX Comparison Chart
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EPSIX vs. PRGEX commentary
Apr 04, 2025
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 PRGEX is a Buy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 749M vs. PRGEX (523M). EPSIX pays higher dividends than PRGEX: EPSIX (2.04) vs PRGEX (1.30). EPSIX was incepted earlier than PRGEX: EPSIX (15 years) vs PRGEX (10 years). PRGEX (1.55) is less costly to investors than EPSIX (1.19). PRGEX is a more actively managed with annual turnover of: 52.00 vs. EPSIX (18.00). PRGEX has a lower initial minimum investment than EPSIX: PRGEX (0) vs EPSIX (2500). EPSIX annual gain was more profitable for investors over the last year : 1.85 vs. PRGEX (0.22). EPSIX (79.11) and PRGEX (77.72) have equivalent 5 years return.
| EPSIX | PRGEX | EPSIX / PRGEX | |
| Total Expense Ratio | 1.19 | 1.55 | 77% |
| Annual Report Gross Expense Ratio | 1.19 | 1.55 | 77% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 0.606 | 5.808 | 10% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 523M | 143% |
| Annual Yield % from dividends | 2.04 | 1.30 | 157% |
| Returns for 1 year | 1.85 | 0.22 | 827% |
| Returns for 3 years | 14.54 | 13.63 | 107% |
| Returns for 5 years | 79.11 | 77.72 | 102% |
| Returns for 10 years | 27.66 | N/A | - |
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