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EPSIX vs TEDIX
EPSIX vs TEDIX Comparison
Open Charts EPSIX vs TEDIX
NYLI Epoch Global Equity Yield Inv Class
Price$24.88
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets850.25M
Franklin Mutual Global Discovery A
Price$31.01
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.51B
EPSIX vs TEDIX Comparison Chart in %
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EPSIX vs. TEDIX commentary
Dec 26, 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 EPSIX is a Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.51B vs. EPSIX (850M). EPSIX pays higher dividends than TEDIX: EPSIX (1.69) vs TEDIX (1.52). EPSIX was incepted earlier than TEDIX: EPSIX (16 years) vs TEDIX (33 years). TEDIX (1.21) and EPSIX (1.18) have similar cost to investors . TEDIX is a more actively managed with annual turnover of: 34.55 vs. EPSIX (18.00). TEDIX initial investment is less costly to investors than EPSIX (5%) vs EPSIX (5%). TEDIX has a lower initial minimum investment than EPSIX: TEDIX (1000) vs EPSIX (2500). EPSIX annual gain was more profitable for investors over the last year : 14.13 vs. TEDIX (11.39). EPSIX return over 5 years is better than : 55.08 vs. TEDIX (17.85).
| EPSIX | TEDIX | EPSIX / TEDIX | |
| Total Expense Ratio | 1.17 | 1.21 | 97% |
| Annual Report Gross Expense Ratio | 1.18 | 1.21 | 98% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 15.380 | 11.667 | 132% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 9.51B | 9% |
| Annual Yield % from dividends | 1.69 | 1.52 | 111% |
| Returns for 1 year | 14.13 | 11.39 | 124% |
| Returns for 3 years | 38.84 | 21.13 | 184% |
| Returns for 5 years | 55.08 | 17.85 | 309% |
| Returns for 10 years | 68.59 | 14.70 | 467% |
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