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EPSPX vs TEDIX
EPSPX vs TEDIX Comparison
Open Charts EPSPX vs TEDIX
NYLI Epoch Global Equity Yield
Price$24.30
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets788.72M
Franklin Mutual Global Discovery A
Price$31.58
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets9.29B
EPSPX vs TEDIX Comparison Chart in %
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EPSPX vs. TEDIX commentary
Jul 01, 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 EPSPX is a Buy and TEDIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.29B vs. EPSPX (789M). EPSPX pays higher dividends than TEDIX: EPSPX (2.03) vs TEDIX (1.75). EPSPX was incepted earlier than TEDIX: EPSPX (19 years) vs TEDIX (33 years). TEDIX (1.21) is less costly to investors than EPSPX (1.14). TEDIX is a more actively managed with annual turnover of: 34.55 vs. EPSPX (18.00). EPSPX (6%) and TEDIX (6%) have equivalent initial investment costs. TEDIX has a lower initial minimum investment than EPSPX: TEDIX (1000) vs EPSPX (15000). EPSPX annual gain was more profitable for investors over the last year : 9.48 vs. TEDIX (5.07). EPSPX return over 5 years is better than : 71.76 vs. TEDIX (40.31).
| EPSPX | TEDIX | EPSPX / TEDIX | |
| Total Expense Ratio | 1.09 | 1.21 | 90% |
| Annual Report Gross Expense Ratio | 1.14 | 1.21 | 94% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 11.296 | 13.684 | 83% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 9.29B | 8% |
| Annual Yield % from dividends | 2.03 | 1.75 | 116% |
| Returns for 1 year | 9.48 | 5.07 | 187% |
| Returns for 3 years | 39.70 | 16.12 | 246% |
| Returns for 5 years | 71.76 | 40.31 | 178% |
| Returns for 10 years | 48.08 | 0.25 | 18,879% |
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