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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
Open Charts EPSIX vs TEDIX
NYLI Epoch Global Equity Yield Inv Class
Price$25.12
Change+$0.33 (+1.33%)
VolumeN/A
Net Assets817.06M
Franklin Mutual Global Discovery A
Price$32.78
Change+$0.54 (+1.67%)
VolumeN/A
Net Assets9.51B
EPSIX vs TEDIX Comparison Chart in %
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EPSIX vs. TEDIX commentary
Aug 26, 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: 9.51B vs. EPSIX (817M). 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 : 7.67 vs. TEDIX (4.86). EPSIX return over 5 years is better than : 68.65 vs. TEDIX (39.75).
| 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 | 16.134 | 18.041 | 89% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 9.51B | 9% |
| Annual Yield % from dividends | 1.82 | 1.73 | 105% |
| Returns for 1 year | 7.67 | 4.86 | 158% |
| Returns for 3 years | 40.94 | 18.92 | 216% |
| Returns for 5 years | 68.65 | 39.75 | 173% |
| Returns for 10 years | 64.96 | 15.23 | 426% |