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EPGIX vs FEGOX
EPGIX vs FEGOX Comparison
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EPGIX vs FEGOX Comparison Chart
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EPGIX vs. FEGOX commentary
Jun 16, 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 StrongBuy and FEGOX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 3.8B vs. EPGIX (335M). EPGIX pays higher dividends than FEGOX: EPGIX (7.58) vs FEGOX (3.53). 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). FEGOX annual gain was more profitable for investors over the last year : 61.18 vs. EPGIX (52.03). FEGOX return over 5 years is better than : 76.74 vs. EPGIX (50.53).
| 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 | 50.161 | 52.500 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 3.8B | 9% |
| Annual Yield % from dividends | 7.58 | 3.53 | 214% |
| Returns for 1 year | 52.03 | 61.18 | 85% |
| Returns for 3 years | 63.20 | 82.56 | 77% |
| Returns for 5 years | 50.53 | 76.74 | 66% |
| Returns for 10 years | N/A | 174.42 | - |
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