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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
Open Charts EPSIX vs TEDIX
NYLI Epoch Global Equity Yield Inv Class
Price$23.81
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
Franklin Mutual Global Discovery A
Price$31.08
Change+$0.24 (+0.78%)
VolumeN/A
Net Assets9.13B
EPSIX vs TEDIX Comparison Chart
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EPSIX vs. TEDIX commentary
Jun 07, 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 TEDIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.13B vs. EPSIX (770M). EPSIX pays higher dividends than TEDIX: EPSIX (1.97) vs TEDIX (1.75). EPSIX was incepted earlier than TEDIX: EPSIX (16 years) vs TEDIX (32 years). TEDIX (1.21) and EPSIX (1.18) have similar cost to investors . TEDIX is a more actively managed with annual turnover of: 34.55 vs. EPSIX (18.00). TEDIX initial investment is less costly to investors than EPSIX (5%) vs EPSIX (5%). TEDIX has a lower initial minimum investment than EPSIX: TEDIX (1000) vs EPSIX (2500). EPSIX annual gain was more profitable for investors over the last year : 7.69 vs. TEDIX (1.39). EPSIX return over 5 years is better than : 58.58 vs. TEDIX (26.48).
| EPSIX | TEDIX | EPSIX / TEDIX | |
| Total Expense Ratio | 1.17 | 1.21 | 97% |
| Annual Report Gross Expense Ratio | 1.18 | 1.21 | 98% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 9.331 | 11.055 | 84% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 9.13B | 8% |
| Annual Yield % from dividends | 1.97 | 1.75 | 112% |
| Returns for 1 year | 7.69 | 1.39 | 555% |
| Returns for 3 years | 27.51 | 3.18 | 864% |
| Returns for 5 years | 58.58 | 26.48 | 221% |
| Returns for 10 years | 41.98 | -2.95 | -1,423% |
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