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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
Open Charts EPSIX vs TEDIX
NYLI Epoch Global Equity Yield Inv Class
Price$25.21
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets814.57M
Franklin Mutual Global Discovery A
Price$32.67
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets9.39B
EPSIX vs TEDIX Comparison Chart in %
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EPSIX vs. TEDIX commentary
Sep 15, 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: 9.39B vs. EPSIX (815M). EPSIX pays higher dividends than TEDIX: EPSIX (1.77) vs TEDIX (1.66). 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 : 7.02 vs. TEDIX (4.83). EPSIX return over 5 years is better than : 69.26 vs. TEDIX (38.06).
| 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 | 16.550 | 17.645 | 94% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 9.39B | 9% |
| Annual Yield % from dividends | 1.77 | 1.66 | 107% |
| Returns for 1 year | 7.02 | 4.83 | 145% |
| Returns for 3 years | 47.14 | 20.72 | 227% |
| Returns for 5 years | 69.26 | 38.06 | 182% |
| Returns for 10 years | 61.51 | 12.68 | 485% |
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