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EPGIX vs FEGOX
EPGIX vs FEGOX Comparison
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EPGIX vs FEGOX Comparison Chart in %
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EPGIX vs. FEGOX commentary
Oct 19, 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 EPGIX is a Hold and FEGOX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 5.01B vs. EPGIX (502M). EPGIX pays higher dividends than FEGOX: EPGIX (5.15) vs FEGOX (2.58). EPGIX was incepted earlier than FEGOX: EPGIX (7 years) vs FEGOX (22 years). FEGOX (1.91) is less costly to investors than EPGIX (1.12). FEGOX is a more actively managed with annual turnover of: 60.97 vs. EPGIX (26.00). FEGOX has a lower initial minimum investment than EPGIX: FEGOX (2500) vs EPGIX (5000). EPGIX (74.88) and FEGOX (74.75) have marching annual gain over last year. FEGOX return over 5 years is better than : 96.20 vs. EPGIX (61.41).
| EPGIX | FEGOX | EPGIX / FEGOX | |
| Total Expense Ratio | 1.12 | 1.91 | 59% |
| Annual Report Gross Expense Ratio | 1.12 | 1.91 | 59% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 104.941 | 102.018 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 5.01B | 10% |
| Annual Yield % from dividends | 5.15 | 2.58 | 200% |
| Returns for 1 year | 74.88 | 74.75 | 100% |
| Returns for 3 years | 177.02 | 181.25 | 98% |
| Returns for 5 years | 61.41 | 96.20 | 64% |
| Returns for 10 years | N/A | 291.29 | - |
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