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EPSPX vs TEDIX
EPSPX vs TEDIX Comparison
Open Charts EPSPX vs TEDIX
NYLI Epoch Global Equity Yield
Price$23.87
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
Franklin Mutual Global Discovery A
Price$31.08
Change+$0.24 (+0.78%)
VolumeN/A
Net Assets9.13B
EPSPX vs TEDIX Comparison Chart
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EPSPX vs. TEDIX commentary
Jun 07, 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: 9.13B vs. EPSPX (770M). EPSPX pays higher dividends than TEDIX: EPSPX (2.03) vs TEDIX (1.75). 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 : 7.75 vs. TEDIX (1.39). EPSPX return over 5 years is better than : 59.13 vs. TEDIX (26.48).
| 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 | 9.327 | 11.055 | 84% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 9.13B | 8% |
| Annual Yield % from dividends | 2.03 | 1.75 | 116% |
| Returns for 1 year | 7.75 | 1.39 | 559% |
| Returns for 3 years | 27.79 | 3.18 | 872% |
| Returns for 5 years | 59.13 | 26.48 | 223% |
| Returns for 10 years | 42.51 | -2.95 | -1,441% |
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