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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
Open Charts EPSIX vs TEDIX
NYLI Epoch Global Equity Yield Inv Class
Price$24.28
Change+$0.28 (+1.17%)
VolumeN/A
Net Assets782.45M
Franklin Mutual Global Discovery A
Price$30.97
Change+$0.29 (+0.95%)
VolumeN/A
Net Assets8.96B
EPSIX vs TEDIX Comparison Chart in %
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EPSIX vs. TEDIX commentary
Aug 05, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.96B vs. EPSIX (782M). EPSIX (1.82) and TEDIX (1.73) have matching dividends . EPSIX was incepted earlier than TEDIX: EPSIX (16 years) vs TEDIX (33 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 : 6.77 vs. TEDIX (1.25). EPSIX return over 5 years is better than : 62.50 vs. TEDIX (31.28).
| 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 | 33 years | - |
| Gain YTD | 10.956 | 10.479 | 105% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 8.96B | 9% |
| Annual Yield % from dividends | 1.82 | 1.73 | 105% |
| Returns for 1 year | 6.77 | 1.25 | 541% |
| Returns for 3 years | 34.38 | 9.91 | 347% |
| Returns for 5 years | 62.50 | 31.28 | 200% |
| Returns for 10 years | 45.60 | -2.43 | -1,878% |
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