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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.28B vs. EPSYX (993M). EPSYX (1.78) and FMDRX (1.71) 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 : 20.66 vs. FMDRX (2.41). EPSYX return over 5 years is better than : 68.19 vs. FMDRX (11.47).
| 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 | 22.608 | 6.706 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 993M | 9.28B | 11% |
| Annual Yield % from dividends | 1.78 | 1.71 | 104% |
| Returns for 1 year | 20.66 | 2.41 | 856% |
| Returns for 3 years | 60.84 | 18.27 | 333% |
| Returns for 5 years | 68.19 | 11.47 | 595% |
| Returns for 10 years | 102.68 | 25.88 | 397% |
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