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EPLKX vs RMFCX
EPLKX vs RMFCX Comparison
Open Charts EPLKX vs RMFCX
NYLI Epoch U.S. Equity Yield
Price$18.61
Change-$1.14 (-5.77%)
VolumeN/A
Net Assets943.36M
American Funds American Mutual R3
Price$51.12
Change-$3.02 (-5.58%)
VolumeN/A
Net Assets93.86B
EPLKX vs RMFCX Comparison Chart
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EPLKX vs. RMFCX commentary
Apr 07, 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 EPLKX is a Hold and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 93.9B vs. EPLKX (943M). RMFCX pays higher dividends than EPLKX: RMFCX (1.34) vs EPLKX (1.16). EPLKX was incepted earlier than RMFCX: EPLKX (15 years) vs RMFCX (23 years). EPLKX (2.13) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. EPLKX (13.00). RMFCX has a lower initial minimum investment than EPLKX: RMFCX (250) vs EPLKX (2500). RMFCX annual gain was more profitable for investors over the last year : -1.65 vs. EPLKX (-5.96). RMFCX (60.90) and EPLKX (59.42) have equivalent 5 years return.
| EPLKX | RMFCX | EPLKX / RMFCX | |
| Total Expense Ratio | 2.08 | 0.91 | 229% |
| Annual Report Gross Expense Ratio | 2.13 | 0.91 | 234% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -7.485 | -6.062 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 93.9B | 1% |
| Annual Yield % from dividends | 1.16 | 1.34 | 86% |
| Returns for 1 year | -5.96 | -1.65 | 362% |
| Returns for 3 years | -1.13 | 2.29 | -49% |
| Returns for 5 years | 59.42 | 60.90 | 98% |
| Returns for 10 years | 42.39 | 50.41 | 84% |
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