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EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart
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EGLCX vs. SMFPX commentary
Mar 11, 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 EGLCX is a StrongBuy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. EGLCX (226M). SMFPX pays higher dividends than EGLCX: SMFPX (3.39) vs EGLCX (3.20). EGLCX was incepted earlier than SMFPX: EGLCX (12 years) vs SMFPX (12 years). EGLCX (2.81) is less costly to investors than SMFPX (2.13). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLCX (41.00). SMFPX has a lower initial minimum investment than EGLCX: SMFPX (1000) vs EGLCX (2500). EGLCX annual gain was more profitable for investors over the last year : 32.86 vs. SMFPX (27.17). EGLCX return over 5 years is better than : 198.34 vs. SMFPX (111.70).
| EGLCX | SMFPX | EGLCX / SMFPX | |
| Total Expense Ratio | 2.41 | 2.13 | 113% |
| Annual Report Gross Expense Ratio | 2.81 | 2.13 | 132% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.103 | -1.222 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.24B | 18% |
| Annual Yield % from dividends | 3.20 | 3.39 | 94% |
| Returns for 1 year | 32.86 | 27.17 | 121% |
| Returns for 3 years | 80.72 | 55.61 | 145% |
| Returns for 5 years | 198.34 | 111.70 | 178% |
| Returns for 10 years | 43.91 | 21.70 | 202% |
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