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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
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EPSIX vs TEDIX Comparison Chart in %
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EPSIX vs. TEDIX commentary
Jun 24, 2026
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 Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.98B vs. EPSIX (979M). TEDIX pays higher dividends than EPSIX: TEDIX (1.61) vs EPSIX (1.42). EPSIX was incepted earlier than TEDIX: EPSIX (17 years) vs TEDIX (34 years). TEDIX (1.20) and EPSIX (1.17) have similar cost to investors . TEDIX is a more actively managed with annual turnover of: 42.28 vs. EPSIX (30.00). 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 : 25.10 vs. TEDIX (2.67). EPSIX return over 5 years is better than : 61.85 vs. TEDIX (2.89).
| EPSIX | TEDIX | EPSIX / TEDIX | |
| Total Expense Ratio | 1.17 | 1.20 | 98% |
| Annual Report Gross Expense Ratio | 1.17 | 1.20 | 98% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 18.458 | 0.388 | 4,756% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 8.98B | 11% |
| Annual Yield % from dividends | 1.42 | 1.61 | 89% |
| Returns for 1 year | 25.10 | 2.67 | 942% |
| Returns for 3 years | 56.93 | 13.45 | 423% |
| Returns for 5 years | 61.85 | 2.89 | 2,144% |
| Returns for 10 years | 94.02 | 20.92 | 449% |
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