Ad is loading...
EPLPX vs RMFEX
EPLPX vs RMFEX Comparison
Open Charts EPLPX vs RMFEX
NYLI Epoch U.S. Equity Yield
Price$20.59
Change-$0.83 (-3.87%)
VolumeN/A
Net Assets1.04B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
EPLPX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EPLPX vs. RMFEX commentary
Apr 05, 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 EPLPX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. EPLPX (1.04B). EPLPX pays higher dividends than RMFEX: EPLPX (2.12) vs RMFEX (1.61). EPLPX was incepted earlier than RMFEX: EPLPX (16 years) vs RMFEX (23 years). EPLPX (1.05) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. EPLPX (13.00). RMFEX has a lower initial minimum investment than EPLPX: RMFEX (250) vs EPLPX (15000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. EPLPX (0.27). RMFEX (78.86) and EPLPX (77.46) have equivalent 5 years return.
| EPLPX | RMFEX | EPLPX / RMFEX | |
| Total Expense Ratio | 1.05 | 0.62 | 169% |
| Annual Report Gross Expense Ratio | 1.05 | 0.62 | 169% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.616 | 2.891 | -56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 103B | 1% |
| Annual Yield % from dividends | 2.12 | 1.61 | 131% |
| Returns for 1 year | 0.27 | 7.10 | 4% |
| Returns for 3 years | 8.09 | 12.51 | 65% |
| Returns for 5 years | 77.46 | 78.86 | 98% |
| Returns for 10 years | 61.28 | 70.99 | 86% |
View a ticker or compare two or three
VS
VS
Ad is loading...