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EPSIX vs TEDSX
EPSIX vs TEDSX Comparison
Open Charts EPSIX vs TEDSX
NYLI Epoch Global Equity Yield Inv Class
Price$24.28
Change+$0.28 (+1.17%)
VolumeN/A
Net Assets782.45M
Franklin Mutual Global Discovery C
Price$31.16
Change+$0.29 (+0.94%)
VolumeN/A
Net Assets8.96B
EPSIX vs TEDSX Comparison Chart in %
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EPSIX vs. TEDSX commentary
Aug 05, 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 TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 8.96B vs. EPSIX (782M). EPSIX pays higher dividends than TEDSX: EPSIX (1.82) vs TEDSX (0.90). EPSIX was incepted earlier than TEDSX: EPSIX (16 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than EPSIX (1.18). TEDSX is a more actively managed with annual turnover of: 34.55 vs. EPSIX (18.00). TEDSX has a lower initial minimum investment than EPSIX: TEDSX (1000) vs EPSIX (2500). EPSIX annual gain was more profitable for investors over the last year : 6.77 vs. TEDSX (0.58). EPSIX return over 5 years is better than : 62.50 vs. TEDSX (29.06).
| EPSIX | TEDSX | EPSIX / TEDSX | |
| Total Expense Ratio | 1.17 | 1.96 | 60% |
| Annual Report Gross Expense Ratio | 1.18 | 1.96 | 60% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 10.956 | 9.975 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 8.96B | 9% |
| Annual Yield % from dividends | 1.82 | 0.90 | 202% |
| Returns for 1 year | 6.77 | 0.58 | 1,174% |
| Returns for 3 years | 34.38 | 8.64 | 398% |
| Returns for 5 years | 62.50 | 29.06 | 215% |
| Returns for 10 years | 45.60 | -4.17 | -1,094% |
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