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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$22.76
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets1.11B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
EPLMX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. EPLMX (1.11B). VVIAX pays higher dividends than EPLMX: VVIAX (2.10) vs EPLMX (1.79). 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 : 7.74 vs. EPLMX (2.57). VVIAX return over 5 years is better than : 70.16 vs. EPLMX (58.23).
| 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 | 9.567 | 7.850 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 203B | 1% |
| Annual Yield % from dividends | 1.79 | 2.10 | 85% |
| Returns for 1 year | 2.57 | 7.74 | 33% |
| Returns for 3 years | 29.59 | 36.61 | 81% |
| Returns for 5 years | 58.23 | 70.16 | 83% |
| Returns for 10 years | N/A | 131.61 | - |