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FEPUX vs FTADX
FEPUX vs FTADX Comparison
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FEPUX vs FTADX Comparison Chart in %
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FEPUX vs. FTADX commentary
Aug 29, 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 FEPUX is a Hold and FTADX is a Hold.
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. FTADX (6.88B). FEPUX pays higher dividends than FTADX: FEPUX (2.76) vs FTADX (2.30). FEPUX was incepted earlier than FTADX: FEPUX (6 years) vs FTADX (22 years). FTADX (1.20) is less costly to investors than FEPUX (0.53). FTADX is a more actively managed with annual turnover of: 54.00 vs. FEPUX (50.00). FTADX has a lower initial minimum investment than FEPUX: FTADX (0) vs FEPUX (250). FTADX annual gain was more profitable for investors over the last year : 15.39 vs. FEPUX (8.14). FTADX return over 5 years is better than : 18.29 vs. FEPUX (0.16).
| FEPUX | FTADX | FEPUX / FTADX | |
| Total Expense Ratio | 0.53 | 1.20 | 44% |
| Annual Report Gross Expense Ratio | 0.53 | 1.20 | 44% |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 8.028 | 14.362 | 56% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.88B | 1,991% |
| Annual Yield % from dividends | 2.76 | 2.30 | 120% |
| Returns for 1 year | 8.14 | 15.39 | 53% |
| Returns for 3 years | 28.08 | 61.42 | 46% |
| Returns for 5 years | 0.16 | 18.29 | 1% |
| Returns for 10 years | N/A | 83.36 | - |
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