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EPLCX vs VVIAX
EPLCX vs VVIAX Comparison
Open Charts EPLCX vs VVIAX
NYLI Epoch U.S. Equity Yield
Price$23.51
Change-$0.02 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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EPLCX vs VVIAX Comparison Chart
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EPLCX vs. VVIAX commentary
Sep 21, 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. EPLCX (1.08B). VVIAX pays higher dividends than EPLCX: VVIAX (2.36) vs EPLCX (2.22). EPLCX was incepted earlier than VVIAX: EPLCX (16 years) vs VVIAX (24 years). EPLCX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than EPLCX: VVIAX (3000) vs EPLCX (1000000). EPLCX annual gain was more profitable for investors over the last year : 21.62 vs. VVIAX (20.40). VVIAX return over 5 years is better than : 54.20 vs. EPLCX (49.00).
| EPLCX | VVIAX | EPLCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 19.076 | 15.359 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 183B | 1% |
| Annual Yield % from dividends | 2.22 | 2.36 | 94% |
| Returns for 1 year | 21.62 | 20.40 | 106% |
| Returns for 3 years | 28.82 | 25.00 | 115% |
| Returns for 5 years | 49.00 | 54.20 | 90% |
| Returns for 10 years | 80.40 | 109.21 | 74% |