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EPSRX vs TEDIX
EPSRX vs TEDIX Comparison
Open Charts EPSRX vs TEDIX
NYLI Epoch Global Equity Yield Class R6
Price$21.00
Change+$0.35 (+1.69%)
VolumeN/A
Net Assets697.33M
Franklin Mutual Global Discovery A
Price$27.94
Change+$0.50 (+1.82%)
VolumeN/A
Net Assets8.25B
EPSRX vs TEDIX Comparison Chart
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EPSRX vs. TEDIX commentary
Apr 12, 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 EPSRX is a Buy and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.25B vs. EPSRX (697M). EPSRX pays higher dividends than TEDIX: EPSRX (2.48) vs TEDIX (1.77). EPSRX was incepted earlier than TEDIX: EPSRX (12 years) vs TEDIX (32 years). TEDIX (1.21) is less costly to investors than EPSRX (0.75). TEDIX is a more actively managed with annual turnover of: 35.47 vs. EPSRX (18.00). EPSRX has a lower initial minimum investment than TEDIX: EPSRX (0) vs TEDIX (1000). EPSRX annual gain was more profitable for investors over the last year : 0.82 vs. TEDIX (-8.91). EPSRX return over 5 years is better than : 58.95 vs. TEDIX (25.98).
| EPSRX | TEDIX | EPSRX / TEDIX | |
| Total Expense Ratio | 0.74 | 1.21 | 61% |
| Annual Report Gross Expense Ratio | 0.75 | 1.21 | 62% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -1.937 | -1.188 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 8.25B | 8% |
| Annual Yield % from dividends | 2.48 | 1.77 | 140% |
| Returns for 1 year | 0.82 | -8.91 | -9% |
| Returns for 3 years | 14.24 | -6.06 | -235% |
| Returns for 5 years | 58.95 | 25.98 | 227% |
| Returns for 10 years | 24.49 | -14.89 | -164% |
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