EPSYX
Price
$29.43
Change
+$0.32 (+1.10%)
Updated
Jun 2 closing price
Net Assets
980.73M
FMDRX
Price
$32.55
Change
-$0.05 (-0.15%)
Updated
Jun 2 closing price
Net Assets
9.15B
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EPSYX vs FMDRX

Header iconEPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRXBanner chart's image
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Jun 04, 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: 9.15B vs. EPSYX (981M). FMDRX pays higher dividends than EPSYX: FMDRX (1.82) vs EPSYX (1.68). EPSYX was incepted earlier than FMDRX: EPSYX (20 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 : 27.66 vs. FMDRX (4.83). EPSYX return over 5 years is better than : 63.35 vs. FMDRX (3.79).
EPSYXFMDRXEPSYX / FMDRX
Total Expense Ratio0.840.8994%
Annual Report Gross Expense Ratio0.880.8999%
Fund Existence20 years13 years-
Gain YTD19.7871.6841,175%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets981M9.15B11%
Annual Yield % from dividends1.681.8292%
Returns for 1 year27.664.83573%
Returns for 3 years60.8818.19335%
Returns for 5 years63.353.791,670%
Returns for 10 years93.6421.65432%
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