EPSYX vs. EPASX
Compare and contrast key facts about MainStay Epoch Global Equity Yield Fund (EPSYX) and EP Emerging Markets Small Companies Fund (EPASX).
EPSYX is managed by New York Life Investments. It was launched on Dec 26, 2005. 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: EPSYX or EPASX.
Correlation
The correlation between EPSYX and EPASX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EPSYX vs. EPASX - Performance Comparison
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Key characteristics
EPSYX:
0.42
EPASX:
0.31
EPSYX:
0.64
EPASX:
0.53
EPSYX:
1.10
EPASX:
1.07
EPSYX:
0.37
EPASX:
0.10
EPSYX:
1.05
EPASX:
0.51
EPSYX:
6.20%
EPASX:
8.34%
EPSYX:
15.63%
EPASX:
13.69%
EPSYX:
-51.12%
EPASX:
-50.77%
EPSYX:
-4.16%
EPASX:
-36.18%
Returns By Period
In the year-to-date period, EPSYX achieves a 8.00% return, which is significantly lower than EPASX's 8.50% return. Over the past 10 years, EPSYX has outperformed EPASX with an annualized return of 4.75%, while EPASX has yielded a comparatively lower -1.76% annualized return.
EPSYX
8.00%
9.10%
-0.84%
6.58%
9.92%
12.24%
4.75%
EPASX
8.50%
7.04%
5.90%
4.22%
3.25%
1.30%
-1.76%
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EPSYX vs. EPASX - Expense Ratio Comparison
EPSYX has a 0.84% expense ratio, which is lower than EPASX's 1.75% expense ratio.
Risk-Adjusted Performance
EPSYX vs. EPASX — Risk-Adjusted Performance Rank
EPSYX
EPASX
EPSYX vs. EPASX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Epoch Global Equity Yield Fund (EPSYX) 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
EPSYX vs. EPASX - Dividend Comparison
EPSYX's dividend yield for the trailing twelve months is around 9.37%, more than EPASX's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPSYX MainStay Epoch Global Equity Yield Fund | 9.37% | 10.13% | 2.71% | 2.64% | 2.66% | 2.74% | 5.09% | 9.87% | 2.70% | 3.18% | 9.65% | 6.52% |
EPASX EP Emerging Markets Small Companies Fund | 1.84% | 2.00% | 1.20% | 0.50% | 21.67% | 0.54% | 0.13% | 11.18% | 4.20% | 1.50% | 1.30% | 2.35% |
Drawdowns
EPSYX vs. EPASX - Drawdown Comparison
The maximum EPSYX drawdown since its inception was -51.12%, roughly equal to the maximum EPASX drawdown of -50.77%. Use the drawdown chart below to compare losses from any high point for EPSYX and EPASX. For additional features, visit the drawdowns tool.
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Volatility
EPSYX vs. EPASX - Volatility Comparison
MainStay Epoch Global Equity Yield Fund (EPSYX) has a higher volatility of 3.11% compared to EP Emerging Markets Small Companies Fund (EPASX) at 2.20%. This indicates that EPSYX's price experiences larger fluctuations and is considered to be riskier than EPASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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