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EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart in %
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EGLCX vs. SMFPX commentary
Sep 04, 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 Buy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. EGLCX (228M). EGLCX pays higher dividends than SMFPX: EGLCX (3.70) vs SMFPX (3.42). EGLCX was incepted earlier than SMFPX: EGLCX (13 years) vs SMFPX (13 years). EGLCX (2.81) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLCX (32.00). 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 : 14.76 vs. SMFPX (13.49). EGLCX return over 5 years is better than : 268.93 vs. SMFPX (154.28).
| EGLCX | SMFPX | EGLCX / SMFPX | |
| Total Expense Ratio | 2.41 | 2.12 | 114% |
| Annual Report Gross Expense Ratio | 2.81 | 2.15 | 131% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 2.826 | 2.986 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 1.26B | 18% |
| Annual Yield % from dividends | 3.70 | 3.42 | 108% |
| Returns for 1 year | 14.76 | 13.49 | 109% |
| Returns for 3 years | 72.56 | 54.94 | 132% |
| Returns for 5 years | 268.93 | 154.28 | 174% |
| Returns for 10 years | 82.70 | 55.81 | 148% |
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