EPSPX
Price
$29.04
Change
-$0.19 (-0.65%)
Updated
Jun 23 closing price
Net Assets
978.83M
TEDIX
Price
$30.99
Change
-$0.02 (-0.06%)
Updated
Jun 23 closing price
Net Assets
8.98B
Interact to see
Advertisement

EPSPX vs TEDIX

EPSPX vs TEDIX Comparison Chart in %
View a ticker or compare two or three
VS
EPSPX vs. TEDIX 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 EPSPX is a Hold and TEDIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.98B vs. EPSPX (979M). TEDIX pays higher dividends than EPSPX: TEDIX (1.61) vs EPSPX (1.47). EPSPX was incepted earlier than TEDIX: EPSPX (20 years) vs TEDIX (34 years). TEDIX (1.20) is less costly to investors than EPSPX (1.13). TEDIX is a more actively managed with annual turnover of: 42.28 vs. EPSPX (30.00). 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 : 23.45 vs. TEDIX (2.00). EPSPX return over 5 years is better than : 60.55 vs. TEDIX (1.81).
EPSPXTEDIXEPSPX / TEDIX
Total Expense Ratio1.091.2091%
Annual Report Gross Expense Ratio1.131.2094%
Fund Existence20 years34 years-
Gain YTD17.7430.2916,096%
Front Load6%6%100%
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets979M8.98B11%
Annual Yield % from dividends1.471.6192%
Returns for 1 year23.452.001,171%
Returns for 3 years56.2813.35422%
Returns for 5 years60.551.813,341%
Returns for 10 years93.6220.80450%
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 %
LZSIX14.65N/A
N/A
Lazard International Equity Select Instl
LMRNX34.63N/A
N/A
1919 Socially Responsive Balanced I
PGSGX22.22N/A
N/A
JPMorgan Small Cap Growth A
PSCMX20.07N/A
N/A
Putnam Small Cap Value R6
ACEIX11.67N/A
N/A
Invesco Equity and Income A