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EPLMX vs VVIAX
EPLMX vs VVIAX Comparison
Open Charts EPLMX vs VVIAX
NYLI Epoch U.S. Equity Yield SIMPLE Cl
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets1.1B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
EPLMX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. EPLMX (1.1B). VVIAX pays higher dividends than EPLMX: VVIAX (2.18) vs EPLMX (1.85). EPLMX was incepted earlier than VVIAX: EPLMX (5 years) vs VVIAX (25 years). EPLMX (1.32) is less costly to investors than VVIAX (0.05). EPLMX is a more actively managed with annual turnover of: 13.00 vs. VVIAX (9.00). EPLMX has a lower initial minimum investment than VVIAX: EPLMX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. EPLMX (5.16).
| EPLMX | VVIAX | EPLMX / VVIAX | |
| Total Expense Ratio | 1.32 | 0.05 | 2,640% |
| Annual Report Gross Expense Ratio | 1.32 | 0.05 | 2,640% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 8.412 | 6.714 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 195B | 1% |
| Annual Yield % from dividends | 1.85 | 2.18 | 85% |
| Returns for 1 year | 5.16 | 9.75 | 53% |
| Returns for 3 years | 27.27 | 34.32 | 79% |
| Returns for 5 years | N/A | 74.87 | - |
| Returns for 10 years | N/A | 116.26 | - |
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