Interact to see
Advertisement
Advertisement
EPLIX vs FFFMX
EPLIX vs FFFMX Comparison
Open Charts EPLIX vs FFFMX
NYLI Epoch U.S. Equity Yield Inv Class
Price$22.78
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.09B
American Funds American Mutual 529-F-3
Price$61.61
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets110.19B
EPLIX vs FFFMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 110B vs. EPLIX (1.09B). FFFMX (1.72) and EPLIX (1.71) have matching dividends . EPLIX was incepted earlier than FFFMX: EPLIX (16 years) vs FFFMX (5 years). EPLIX (1.38) is less costly to investors than FFFMX (0.32). FFFMX is a more actively managed with annual turnover of: 31.00 vs. EPLIX (13.00). FFFMX has a lower initial minimum investment than EPLIX: FFFMX (250) vs EPLIX (2500). FFFMX annual gain was more profitable for investors over the last year : 6.26 vs. EPLIX (-0.95). FFFMX return over 5 years is better than : 56.51 vs. EPLIX (50.99).
| EPLIX | FFFMX | EPLIX / FFFMX | |
| Total Expense Ratio | 1.32 | 0.32 | 413% |
| Annual Report Gross Expense Ratio | 1.38 | 0.32 | 431% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 10.138 | 13.193 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 110B | 1% |
| Annual Yield % from dividends | 1.71 | 1.72 | 99% |
| Returns for 1 year | -0.95 | 6.26 | -15% |
| Returns for 3 years | 23.62 | 30.13 | 78% |
| Returns for 5 years | 50.99 | 56.51 | 90% |
| Returns for 10 years | 81.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement