EPSIX
Price
$29.86
Change
-$0.12 (-0.40%)
Updated
Aug 28 closing price
Net Assets
1B
TEDSX
Price
$34.15
Change
+$0.12 (+0.35%)
Updated
Aug 28 closing price
Net Assets
9.59B
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EPSIX vs TEDSX

EPSIX vs TEDSX Comparison Chart in %
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EPSIX vs. TEDSX 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 TEDSX is a Buy.

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FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.59B vs. EPSIX (1.01B). EPSIX pays higher dividends than TEDSX: EPSIX (1.53) vs TEDSX (0.77). EPSIX was incepted earlier than TEDSX: EPSIX (17 years) vs TEDSX (34 years). TEDSX (1.95) is less costly to investors than EPSIX (1.17). TEDSX is a more actively managed with annual turnover of: 42.28 vs. EPSIX (30.00). 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 : 21.47 vs. TEDSX (5.53). EPSIX return over 5 years is better than : 62.73 vs. TEDSX (7.40).
EPSIXTEDSXEPSIX / TEDSX
Total Expense Ratio1.171.9560%
Annual Report Gross Expense Ratio1.171.9560%
Fund Existence17 years34 years-
Gain YTD22.1999.105244%
Front Load5%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B9.59B10%
Annual Yield % from dividends1.530.77199%
Returns for 1 year21.475.53388%
Returns for 3 years58.1217.21338%
Returns for 5 years62.737.40848%
Returns for 10 years94.6019.33489%
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