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EGLAX vs SMFPX
EGLAX vs SMFPX Comparison Chart
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EGLAX vs. SMFPX commentary
May 24, 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 EGLAX is a Hold and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. EGLAX (229M). EGLAX pays higher dividends than SMFPX: EGLAX (4.20) vs SMFPX (3.64). EGLAX was incepted earlier than SMFPX: EGLAX (13 years) vs SMFPX (12 years). SMFPX (2.15) and EGLAX (2.06) have similar cost to investors . SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLAX (41.00). SMFPX has a lower initial minimum investment than EGLAX: SMFPX (1000) vs EGLAX (2500). EGLAX annual gain was more profitable for investors over the last year : 23.60 vs. SMFPX (19.13). EGLAX return over 5 years is better than : 264.34 vs. SMFPX (139.48).
| EGLAX | SMFPX | EGLAX / SMFPX | |
| Total Expense Ratio | 1.66 | 2.12 | 78% |
| Annual Report Gross Expense Ratio | 2.06 | 2.15 | 96% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 0.368 | 0.126 | 293% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 1.24B | 18% |
| Annual Yield % from dividends | 4.20 | 3.64 | 116% |
| Returns for 1 year | 23.60 | 19.13 | 123% |
| Returns for 3 years | 78.09 | 52.38 | 149% |
| Returns for 5 years | 264.34 | 139.48 | 190% |
| Returns for 10 years | 44.28 | 16.34 | 271% |