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EPGFX vs FEGOX
EPGFX vs FEGOX Comparison
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EPGFX vs FEGOX Comparison Chart in %
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EPGFX vs. FEGOX commentary
Jul 07, 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 Buy and FEGOX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 3.69B vs. EPGFX (332M). EPGFX pays higher dividends than FEGOX: EPGFX (7.08) vs FEGOX (3.45). EPGFX was incepted earlier than FEGOX: EPGFX (12 years) vs FEGOX (22 years). FEGOX (1.91) is less costly to investors than EPGFX (1.37). FEGOX is a more actively managed with annual turnover of: 60.97 vs. EPGFX (26.00). EPGFX (2500) and FEGOX (2500) have matching initial minimum investment requirements. FEGOX annual gain was more profitable for investors over the last year : 49.51 vs. EPGFX (46.78). FEGOX return over 5 years is better than : 59.47 vs. EPGFX (34.45).
| EPGFX | FEGOX | EPGFX / FEGOX | |
| Total Expense Ratio | 1.37 | 1.91 | 72% |
| Annual Report Gross Expense Ratio | 1.37 | 1.91 | 72% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 49.241 | 47.719 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 3.69B | 9% |
| Annual Yield % from dividends | 7.08 | 3.45 | 205% |
| Returns for 1 year | 46.78 | 49.51 | 94% |
| Returns for 3 years | 71.33 | 83.63 | 85% |
| Returns for 5 years | 34.45 | 59.47 | 58% |
| Returns for 10 years | 192.51 | 171.70 | 112% |
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