EPSPX
Price
$30.40
Change
+$0.11 (+0.36%)
Updated
Aug 13 closing price
Net Assets
1.02B
TEDRX
Price
$33.08
Change
+$0.15 (+0.46%)
Updated
Aug 13 closing price
Net Assets
9.59B
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EPSPX vs TEDRX

EPSPX vs TEDRX Comparison Chart in %
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EPSPX vs. TEDRX commentary
Aug 14, 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 Buy and TEDRX is a Buy.

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FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.59B vs. EPSPX (1.02B). EPSPX pays higher dividends than TEDRX: EPSPX (1.58) vs TEDRX (1.34). EPSPX was incepted earlier than TEDRX: EPSPX (20 years) vs TEDRX (25 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 : 24.43 vs. TEDRX (7.10). EPSPX return over 5 years is better than : 65.29 vs. TEDRX (7.72).
EPSPXTEDRXEPSPX / TEDRX
Total Expense Ratio1.091.4575%
Annual Report Gross Expense Ratio1.131.4578%
Fund Existence20 years25 years-
Gain YTD24.1429.392257%
Front Load6%N/A-
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B9.59B11%
Annual Yield % from dividends1.581.34118%
Returns for 1 year24.437.10344%
Returns for 3 years60.9017.78343%
Returns for 5 years65.297.72846%
Returns for 10 years95.2419.40491%
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