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EPLPX vs RMFEX
EPLPX vs RMFEX Comparison
Open Charts EPLPX vs RMFEX
NYLI Epoch U.S. Equity Yield
Price$20.90
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.02B
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
EPLPX vs RMFEX Comparison Chart
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EPLPX vs. RMFEX commentary
May 12, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. EPLPX (1.02B). EPLPX pays higher dividends than RMFEX: EPLPX (2.18) vs RMFEX (1.65). 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 : 4.72 vs. EPLPX (1.30). EPLPX (60.45) and RMFEX (58.22) 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 | -0.135 | 1.154 | -12% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 101B | 1% |
| Annual Yield % from dividends | 2.18 | 1.65 | 132% |
| Returns for 1 year | 1.30 | 4.72 | 28% |
| Returns for 3 years | 15.88 | 18.36 | 86% |
| Returns for 5 years | 60.45 | 58.22 | 104% |
| Returns for 10 years | 64.63 | 66.67 | 97% |
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