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EPLMX vs VIVAX
EPLMX vs VIVAX Comparison
Open Charts EPLMX vs VIVAX
NYLI Epoch U.S. Equity Yield SIMPLE Cl
Price$20.81
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.02B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
EPLMX vs VIVAX Comparison Chart
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EPLMX vs. VIVAX commentary
May 10, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. EPLMX (1.02B). VIVAX pays higher dividends than EPLMX: VIVAX (2.22) vs EPLMX (1.93). EPLMX was incepted earlier than VIVAX: EPLMX (5 years) vs VIVAX (33 years). EPLMX (1.32) is less costly to investors than VIVAX (0.17). EPLMX is a more actively managed with annual turnover of: 13.00 vs. VIVAX (9.00). EPLMX has a lower initial minimum investment than VIVAX: EPLMX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.69 vs. EPLMX (1.00).
| EPLMX | VIVAX | EPLMX / VIVAX | |
| Total Expense Ratio | 1.32 | 0.17 | 776% |
| Annual Report Gross Expense Ratio | 1.32 | 0.17 | 776% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -0.195 | -0.579 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 184B | 1% |
| Annual Yield % from dividends | 1.93 | 2.22 | 87% |
| Returns for 1 year | 1.00 | 4.69 | 21% |
| Returns for 3 years | 14.71 | 21.55 | 68% |
| Returns for 5 years | N/A | 72.83 | - |
| Returns for 10 years | N/A | 97.58 | - |
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