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EPSPX vs TEDIX
EPSPX vs TEDIX Comparison
Open Charts EPSPX vs TEDIX
NYLI Epoch Global Equity Yield
Price$22.38
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets737.01M
Franklin Mutual Global Discovery A
Price$29.47
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets8.76B
EPSPX vs TEDIX Comparison Chart
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EPSPX vs. TEDIX commentary
May 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.76B vs. EPSPX (737M). EPSPX pays higher dividends than TEDIX: EPSPX (2.11) vs TEDIX (1.77). EPSPX was incepted earlier than TEDIX: EPSPX (19 years) vs TEDIX (32 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 : 5.06 vs. TEDIX (-2.83). EPSPX return over 5 years is better than : 63.05 vs. TEDIX (33.49).
| 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 | 32 years | - |
| Gain YTD | 2.503 | 5.474 | 46% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 8.76B | 8% |
| Annual Yield % from dividends | 2.11 | 1.77 | 119% |
| Returns for 1 year | 5.06 | -2.83 | -179% |
| Returns for 3 years | 22.86 | 2.86 | 799% |
| Returns for 5 years | 63.05 | 33.49 | 188% |
| Returns for 10 years | 29.06 | -9.08 | -320% |
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