EPSPX
Price
$29.04
Change
-$0.19 (-0.65%)
Updated
Jun 23 closing price
Net Assets
978.83M
TEDRX
Price
$30.26
Change
-$0.02 (-0.07%)
Updated
Jun 23 closing price
Net Assets
8.98B
Interact to see
Advertisement

EPSPX vs TEDRX

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

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 8.98B vs. EPSPX (979M). EPSPX (1.47) and TEDRX (1.40) have matching dividends . EPSPX was incepted earlier than TEDRX: EPSPX (20 years) vs TEDRX (24 years). TEDRX (1.45) is less costly to investors than EPSPX (1.13). TEDRX is a more actively managed with annual turnover of: 42.28 vs. EPSPX (30.00). TEDRX has a lower initial minimum investment than EPSPX: TEDRX (1000) vs EPSPX (15000). EPSPX annual gain was more profitable for investors over the last year : 23.45 vs. TEDRX (1.56). EPSPX return over 5 years is better than : 60.55 vs. TEDRX (0.04).
EPSPXTEDRXEPSPX / TEDRX
Total Expense Ratio1.091.4575%
Annual Report Gross Expense Ratio1.131.4578%
Fund Existence20 years24 years-
Gain YTD17.7430.13213,413%
Front Load6%N/A-
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets979M8.98B11%
Annual Yield % from dividends1.471.40105%
Returns for 1 year23.451.561,501%
Returns for 3 years56.2811.94471%
Returns for 5 years60.550.04141,189%
Returns for 10 years93.6218.07518%
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 %
FAMRX34.56N/A
N/A
Fidelity Asset Manager 85%
WOFNX66.46N/A
N/A
Allspring Opportunity Inst
MAMVX17.79N/A
N/A
MoA Mid Cap Value Fund
IEMFX54.07N/A
N/A
T. Rowe Price Instl Emerging Mkts Eq
CSGIX14.49-0.70
-4.61%
Calamos International Small Cap Gr I