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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Jul 06, 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 EPSYX is a Hold and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.22B vs. EPSYX (983M). FMDRX (1.83) and EPSYX (1.82) have matching dividends . EPSYX was incepted earlier than FMDRX: EPSYX (21 years) vs FMDRX (13 years). FMDRX (0.89) and EPSYX (0.88) have similar cost to investors . FMDRX is a more actively managed with annual turnover of: 42.28 vs. EPSYX (30.00). EPSYX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. EPSYX annual gain was more profitable for investors over the last year : 21.47 vs. FMDRX (2.77). EPSYX return over 5 years is better than : 63.47 vs. FMDRX (7.41).
| EPSYX | FMDRX | EPSYX / FMDRX | |
| Total Expense Ratio | 0.84 | 0.89 | 94% |
| Annual Report Gross Expense Ratio | 0.88 | 0.89 | 99% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 19.286 | 3.649 | 528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 9.22B | 11% |
| Annual Yield % from dividends | 1.82 | 1.83 | 99% |
| Returns for 1 year | 21.47 | 2.77 | 775% |
| Returns for 3 years | 55.70 | 16.33 | 341% |
| Returns for 5 years | 63.47 | 7.41 | 857% |
| Returns for 10 years | 92.51 | 24.88 | 372% |
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