EPSIX
Price
$29.32
Change
-$0.14 (-0.48%)
Updated
Jul 13 closing price
Net Assets
994.86M
TEDSX
Price
$32.26
Change
-$0.02 (-0.06%)
Updated
Jul 13 closing price
Net Assets
9.2B
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EPSIX vs TEDSX

EPSIX vs TEDSX Comparison Chart in %
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EPSIX vs. TEDSX commentary
Jul 14, 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: 9.2B vs. EPSIX (995M). EPSIX pays higher dividends than TEDSX: EPSIX (1.56) vs TEDSX (0.81). 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 : 22.25 vs. TEDSX (2.20). EPSIX return over 5 years is better than : 62.00 vs. TEDSX (2.70).
EPSIXTEDSXEPSIX / TEDSX
Total Expense Ratio1.171.9560%
Annual Report Gross Expense Ratio1.171.9560%
Fund Existence17 years34 years-
Gain YTD19.9893.131638%
Front Load5%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets995M9.2B11%
Annual Yield % from dividends1.560.81192%
Returns for 1 year22.252.201,012%
Returns for 3 years54.4910.31529%
Returns for 5 years62.002.702,293%
Returns for 10 years88.4715.57568%
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