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EPLCX vs. EPASX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

EPLCX vs. EPASX

Last updated May 12, 2025

Compare and contrast key facts about MainStay Epoch U.S. Equity Yield Fund (EPLCX) and EP Emerging Markets Small Companies Fund (EPASX).

EPLCX is managed by New York Life Investments. It was launched on Dec 3, 2008. EPASX is managed by Euro Pacific Asset Management. It was launched on Nov 30, 2010.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPLCX or EPASX.

Correlation

The correlation between EPLCX and EPASX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

EPLCX vs. EPASX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MainStay Epoch U.S. Equity Yield Fund (EPLCX) and EP Emerging Markets Small Companies Fund (EPASX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

EPLCX:

9.04%

EPASX:

6.04%

Max Drawdown

EPLCX:

-0.80%

EPASX:

-0.49%

Current Drawdown

EPLCX:

-0.09%

EPASX:

-0.49%

Returns By Period

EPLCX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

EPASX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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EPLCX vs. EPASX - Expense Ratio Comparison

EPLCX has a 0.73% expense ratio, which is lower than EPASX's 1.75% expense ratio.

EPASX
EP Emerging Markets Small Companies Fund
EPLCX
MainStay Epoch U.S. Equity Yield Fund

Risk-Adjusted Performance

EPLCX vs. EPASX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EPLCX
The Risk-Adjusted Performance Rank of EPLCX is 3232
Overall Rank
The Sharpe Ratio Rank of EPLCX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of EPLCX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of EPLCX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of EPLCX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of EPLCX is 3131
Martin Ratio Rank
EPASX
The Risk-Adjusted Performance Rank of EPASX is 4040
Overall Rank
The Sharpe Ratio Rank of EPASX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of EPASX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of EPASX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of EPASX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of EPASX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EPLCX vs. EPASX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MainStay Epoch U.S. Equity Yield Fund (EPLCX) and EP Emerging Markets Small Companies Fund (EPASX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

EPLCX vs. EPASX - Dividend Comparison

EPLCX's dividend yield for the trailing twelve months is around 2.63%, more than EPASX's 1.88% yield.

TTM20242023202220212020201920182017201620152014
EPLCX
MainStay Epoch U.S. Equity Yield Fund		2.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EPASX
EP Emerging Markets Small Companies Fund		1.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

EPLCX vs. EPASX - Drawdown Comparison

The maximum EPLCX drawdown since its inception was -0.80%, which is greater than EPASX's maximum drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for EPLCX and EPASX. For additional features, visit the drawdowns tool.

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Volatility

EPLCX vs. EPASX - Volatility Comparison

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