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EPLMX vs RMFEX
EPLMX vs RMFEX Comparison
Open Charts EPLMX vs RMFEX
NYLI Epoch U.S. Equity Yield SIMPLE Cl
Price$18.96
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets937.69M
American Funds American Mutual R4
Price$50.54
Change-$0.51 (-1.00%)
VolumeN/A
Net Assets93.16B
EPLMX vs RMFEX Comparison Chart
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EPLMX vs. RMFEX commentary
Apr 09, 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 EPLMX is a StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.2B vs. EPLMX (938M). EPLMX pays higher dividends than RMFEX: EPLMX (1.88) vs RMFEX (1.61). EPLMX was incepted earlier than RMFEX: EPLMX (5 years) vs RMFEX (23 years). EPLMX (1.32) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. EPLMX (13.00). RMFEX has a lower initial minimum investment than EPLMX: RMFEX (250) vs EPLMX (1000). RMFEX annual gain was more profitable for investors over the last year : -2.89 vs. EPLMX (-6.14).
| EPLMX | RMFEX | EPLMX / RMFEX | |
| Total Expense Ratio | 1.32 | 0.62 | 213% |
| Annual Report Gross Expense Ratio | 1.32 | 0.62 | 213% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -7.869 | -6.687 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 93.2B | 1% |
| Annual Yield % from dividends | 1.88 | 1.61 | 117% |
| Returns for 1 year | -6.14 | -2.89 | 213% |
| Returns for 3 years | -0.34 | 1.29 | -27% |
| Returns for 5 years | N/A | 51.27 | - |
| Returns for 10 years | N/A | 53.46 | - |
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