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EPLDX vs RMFEX
EPLDX vs RMFEX Comparison
Open Charts EPLDX vs RMFEX
NYLI Epoch U.S. Equity Yield Class R6
Price$21.70
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets1.04B
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
EPLDX vs RMFEX Comparison Chart
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EPLDX vs. RMFEX commentary
Apr 04, 2025
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 EPLDX is a Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. EPLDX (1.04B). EPLDX pays higher dividends than RMFEX: EPLDX (2.39) vs RMFEX (1.61). EPLDX was incepted earlier than RMFEX: EPLDX (8 years) vs RMFEX (23 years). EPLDX (0.74) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. EPLDX (13.00). EPLDX has a lower initial minimum investment than RMFEX: EPLDX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 6.88 vs. EPLDX (4.87). EPLDX return over 5 years is better than : 87.63 vs. RMFEX (78.86).
| EPLDX | RMFEX | EPLDX / RMFEX | |
| Total Expense Ratio | 0.73 | 0.62 | 118% |
| Annual Report Gross Expense Ratio | 0.74 | 0.62 | 119% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.447 | 2.891 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 102B | 1% |
| Annual Yield % from dividends | 2.39 | 1.61 | 148% |
| Returns for 1 year | 4.87 | 6.88 | 71% |
| Returns for 3 years | 13.54 | 12.57 | 108% |
| Returns for 5 years | 87.63 | 78.86 | 111% |
| Returns for 10 years | N/A | 72.06 | - |