EPSYX
Price
$29.47
Change
+$0.08 (+0.27%)
Updated
Jul 27 closing price
Net Assets
990.69M
FMDRX
Price
$33.81
Change
+$0.24 (+0.71%)
Updated
Jul 27 closing price
Net Assets
9.24B
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EPSYX vs FMDRX

EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.24B vs. EPSYX (991M). 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 : 22.30 vs. FMDRX (3.29). EPSYX return over 5 years is better than : 66.49 vs. FMDRX (9.91).
EPSYXFMDRXEPSYX / FMDRX
Total Expense Ratio0.840.8994%
Annual Report Gross Expense Ratio0.880.8999%
Fund Existence21 years13 years-
Gain YTD20.8864.710443%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets991M9.24B11%
Annual Yield % from dividends1.821.8399%
Returns for 1 year22.303.29678%
Returns for 3 years54.2614.34378%
Returns for 5 years66.499.91671%
Returns for 10 years92.4323.04401%
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