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EPLMX vs VVIAX
EPLMX vs VVIAX Comparison
Open Charts EPLMX vs VVIAX
NYLI Epoch U.S. Equity Yield SIMPLE Cl
Price$20.81
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.02B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
EPLMX vs VVIAX Comparison Chart
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EPLMX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. EPLMX (1.02B). VVIAX pays higher dividends than EPLMX: VVIAX (2.34) vs EPLMX (1.93). EPLMX was incepted earlier than VVIAX: EPLMX (5 years) vs VVIAX (25 years). EPLMX (1.32) is less costly to investors than VVIAX (0.05). EPLMX is a more actively managed with annual turnover of: 13.00 vs. VVIAX (9.00). EPLMX has a lower initial minimum investment than VVIAX: EPLMX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.70 vs. EPLMX (1.00).
| EPLMX | VVIAX | EPLMX / VVIAX | |
| Total Expense Ratio | 1.32 | 0.05 | 2,640% |
| Annual Report Gross Expense Ratio | 1.32 | 0.05 | 2,640% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -0.195 | -0.578 | 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 | 2.34 | 82% |
| Returns for 1 year | 1.00 | 4.70 | 21% |
| Returns for 3 years | 14.71 | 21.54 | 68% |
| Returns for 5 years | N/A | 72.85 | - |
| Returns for 10 years | N/A | 97.55 | - |
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