Interact to see
Advertisement
Advertisement
EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
EPSYX vs FMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPSYX vs. FMDRX commentary
Aug 23, 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 Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.64B vs. EPSYX (1.01B). EPSYX (1.79) and FMDRX (1.74) 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 : 23.58 vs. FMDRX (7.95). EPSYX return over 5 years is better than : 67.95 vs. FMDRX (15.18).
| 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 | 23.101 | 10.262 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 9.64B | 10% |
| Annual Yield % from dividends | 1.79 | 1.74 | 103% |
| Returns for 1 year | 23.58 | 7.95 | 297% |
| Returns for 3 years | 63.62 | 24.82 | 256% |
| Returns for 5 years | 67.95 | 15.18 | 448% |
| Returns for 10 years | 97.36 | 26.60 | 366% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement