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EPLIX vs FFFMX
EPLIX vs FFFMX Comparison
Open Charts EPLIX vs FFFMX
NYLI Epoch U.S. Equity Yield Inv Class
Price$23.31
Change+$0.32 (+1.39%)
VolumeN/A
Net Assets1.15B
American Funds American Mutual 529-F-3
Price$60.83
Change-$1.70 (-2.72%)
VolumeN/A
Net Assets111.52B
EPLIX vs FFFMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. EPLIX (1.15B). FFFMX pays higher dividends than EPLIX: FFFMX (1.77) vs EPLIX (1.36). EPLIX was incepted earlier than FFFMX: EPLIX (16 years) vs FFFMX (5 years). EPLIX (1.38) is less costly to investors than FFFMX (0.32). FFFMX is a more actively managed with annual turnover of: 30.00 vs. EPLIX (13.00). FFFMX has a lower initial minimum investment than EPLIX: FFFMX (250) vs EPLIX (2500). EPLIX annual gain was more profitable for investors over the last year : 9.40 vs. FFFMX (8.13). FFFMX (48.69) and EPLIX (48.69) have equivalent 5 years return.
| EPLIX | FFFMX | EPLIX / FFFMX | |
| Total Expense Ratio | 1.32 | 0.32 | 413% |
| Annual Report Gross Expense Ratio | 1.38 | 0.32 | 431% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 5.190 | 2.304 | 225% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 112B | 1% |
| Annual Yield % from dividends | 1.36 | 1.77 | 77% |
| Returns for 1 year | 9.40 | 8.13 | 116% |
| Returns for 3 years | 26.53 | 31.15 | 85% |
| Returns for 5 years | 48.69 | 48.69 | 100% |
| Returns for 10 years | 100.83 | N/A | - |
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