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EPLCX vs VVIAX
EPLCX vs VVIAX Comparison
Open Charts EPLCX vs VVIAX
NYLI Epoch U.S. Equity Yield
Price$24.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EPLCX vs VVIAX Comparison Chart
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EPLCX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. EPLCX (1.09B). 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 (26.54) and VVIAX (26.09) have marching annual gain over last year. VVIAX (53.09) and EPLCX (51.65) have equivalent 5 years return.
| 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 | 23.761 | 19.672 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 184B | 1% |
| Annual Yield % from dividends | 2.22 | 2.36 | 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 | 112.26 | 72% |