EPSIX
Price
$28.96
Change
-$0.19 (-0.65%)
Updated
Jun 23 closing price
Net Assets
978.83M
TEDSX
Price
$31.28
Change
-$0.04 (-0.13%)
Updated
Jun 22 closing price
Net Assets
8.98B
Interact to see
Advertisement

EPSIX vs TEDSX

EPSIX vs TEDSX Comparison Chart in %
View a ticker or compare two or three
VS
EPSIX vs. TEDSX 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 TEDSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 8.98B vs. EPSIX (979M). EPSIX pays higher dividends than TEDSX: EPSIX (1.42) 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 : 23.35 vs. TEDSX (2.01). EPSIX return over 5 years is better than : 60.00 vs. TEDSX (0.33).
EPSIXTEDSXEPSIX / TEDSX
Total Expense Ratio1.171.9560%
Annual Report Gross Expense Ratio1.171.9560%
Fund Existence17 years34 years-
Gain YTD17.6860.06427,677%
Front Load5%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets979M8.98B11%
Annual Yield % from dividends1.420.81177%
Returns for 1 year23.352.011,162%
Returns for 3 years55.9111.19500%
Returns for 5 years60.000.3318,293%
Returns for 10 years92.7618.12512%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ACETX11.67N/A
N/A
Invesco Equity and Income Y
SSIAX34.57N/A
N/A
1919 Socially Responsive Balanced A
PYSVX19.97N/A
N/A
Putnam Small Cap Value Y
OGGFX26.44N/A
N/A
JPMorgan Small Cap Growth I
ISTAX32.59-0.57
-1.72%
ICON Equity Investor