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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
Open Charts EPSIX vs TEDIX
NYLI Epoch Global Equity Yield Inv Class
Price$22.14
Change+$0.34 (+1.56%)
VolumeN/A
Net Assets722.78M
Franklin Mutual Global Discovery A
Price$29.05
Change+$0.30 (+1.04%)
VolumeN/A
Net Assets8.61B
EPSIX vs TEDIX Comparison Chart
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EPSIX vs. TEDIX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.61B vs. EPSIX (723M). EPSIX pays higher dividends than TEDIX: EPSIX (2.04) vs TEDIX (1.77). EPSIX was incepted earlier than TEDIX: EPSIX (15 years) vs TEDIX (32 years). TEDIX (1.21) and EPSIX (1.19) have similar cost to investors . TEDIX is a more actively managed with annual turnover of: 35.47 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 : 4.63 vs. TEDIX (-4.47). EPSIX return over 5 years is better than : 65.08 vs. TEDIX (36.02).
| EPSIX | TEDIX | EPSIX / TEDIX | |
| Total Expense Ratio | 1.19 | 1.21 | 98% |
| Annual Report Gross Expense Ratio | 1.19 | 1.21 | 98% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.662 | 3.529 | 47% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 8.61B | 8% |
| Annual Yield % from dividends | 2.04 | 1.77 | 115% |
| Returns for 1 year | 4.63 | -4.47 | -104% |
| Returns for 3 years | 18.33 | -1.64 | -1,116% |
| Returns for 5 years | 65.08 | 36.02 | 181% |
| Returns for 10 years | 26.43 | -11.19 | -236% |
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