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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
Aug 31, 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 Buy and TEDIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.59B vs. EPSIX (1.01B). EPSIX (1.53) and TEDIX (1.53) have matching dividends . 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 : 21.47 vs. TEDIX (6.25). EPSIX return over 5 years is better than : 62.73 vs. TEDIX (10.16).
| 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 | 22.199 | 9.638 | 230% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 9.59B | 10% |
| Annual Yield % from dividends | 1.53 | 1.53 | 100% |
| Returns for 1 year | 21.47 | 6.25 | 344% |
| Returns for 3 years | 58.12 | 19.58 | 297% |
| Returns for 5 years | 62.73 | 10.16 | 618% |
| Returns for 10 years | 94.60 | 22.20 | 426% |
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