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EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart
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EGLCX vs. SMFPX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. EGLCX (228M). SMFPX pays higher dividends than EGLCX: SMFPX (3.38) vs EGLCX (3.18). 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 : 23.36 vs. SMFPX (18.79). EGLCX return over 5 years is better than : 297.05 vs. SMFPX (162.64).
| 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 | -0.934 | -2.007 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 1.22B | 19% |
| Annual Yield % from dividends | 3.18 | 3.38 | 94% |
| Returns for 1 year | 23.36 | 18.79 | 124% |
| Returns for 3 years | 69.88 | 51.07 | 137% |
| Returns for 5 years | 297.05 | 162.64 | 183% |
| Returns for 10 years | 30.66 | 12.86 | 238% |