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EPGFX vs FEGIX
EPGFX vs FEGIX Comparison
Open Charts EPGFX vs FEGIX
EPGFX vs FEGIX Comparison Chart in %
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EPGFX vs. FEGIX commentary
Jul 28, 2025
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 EPGFX is a Hold and FEGIX is a Hold.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 3.75B vs. EPGFX (345M). EPGFX pays higher dividends than FEGIX: EPGFX (7.08) vs FEGIX (3.62). EPGFX was incepted earlier than FEGIX: EPGFX (12 years) vs FEGIX (22 years). EPGFX (1.37) is less costly to investors than FEGIX (0.93). FEGIX is a more actively managed with annual turnover of: 60.97 vs. EPGFX (26.00). EPGFX has a lower initial minimum investment than FEGIX: EPGFX (2500) vs FEGIX (1000000). EPGFX (48.54) and FEGIX (46.49) have marching annual gain over last year. FEGIX return over 5 years is better than : 50.89 vs. EPGFX (20.77).
| EPGFX | FEGIX | EPGFX / FEGIX | |
| Total Expense Ratio | 1.37 | 0.93 | 147% |
| Annual Report Gross Expense Ratio | 1.37 | 0.93 | 147% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 54.121 | 49.695 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 3.75B | 9% |
| Annual Yield % from dividends | 7.08 | 3.62 | 196% |
| Returns for 1 year | 48.54 | 46.49 | 104% |
| Returns for 3 years | 92.48 | 107.65 | 86% |
| Returns for 5 years | 20.77 | 50.89 | 41% |
| Returns for 10 years | 269.55 | 262.72 | 103% |
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