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EPLCX vs VIVIX
EPLCX vs VIVIX Comparison
Open Charts EPLCX vs VIVIX
NYLI Epoch U.S. Equity Yield
Price$24.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EPLCX vs VIVIX Comparison Chart
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EPLCX vs. VIVIX commentary
Nov 22, 2024
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 EPLCX is a Buy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. EPLCX (1.09B). VIVIX pays higher dividends than EPLCX: VIVIX (2.37) vs EPLCX (2.22). EPLCX was incepted earlier than VIVIX: EPLCX (16 years) vs VIVIX (26 years). EPLCX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). EPLCX has a lower initial minimum investment than VIVIX: EPLCX (1000000) vs VIVIX (5000000). EPLCX (26.54) and VIVIX (26.09) have marching annual gain over last year. VIVIX (53.09) and EPLCX (51.65) have equivalent 5 years return.
| EPLCX | VIVIX | EPLCX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 23.761 | 19.673 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 184B | 1% |
| Annual Yield % from dividends | 2.22 | 2.37 | 94% |
| Returns for 1 year | 26.54 | 26.09 | 102% |
| Returns for 3 years | 29.23 | 24.77 | 118% |
| Returns for 5 years | 51.65 | 53.09 | 97% |
| Returns for 10 years | 81.23 | 112.27 | 72% |