Interact to see
Advertisement
Advertisement
EPGFX vs FEGOX
EPGFX vs FEGOX Comparison
Open Charts EPGFX vs FEGOX
EPGFX vs FEGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPGFX vs. FEGOX 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 FEGOX is a Hold.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 3.75B vs. EPGFX (345M). 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. EPGFX annual gain was more profitable for investors over the last year : 48.54 vs. FEGOX (45.06). FEGOX return over 5 years is better than : 43.99 vs. EPGFX (20.77).
| 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 | 54.121 | 48.860 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 3.75B | 9% |
| Annual Yield % from dividends | 7.08 | 3.45 | 205% |
| Returns for 1 year | 48.54 | 45.06 | 108% |
| Returns for 3 years | 92.48 | 101.61 | 91% |
| Returns for 5 years | 20.77 | 43.99 | 47% |
| Returns for 10 years | 269.55 | 228.16 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement