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EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart
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EGLCX vs. SMFPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.27B vs. EGLCX (222M). SMFPX (3.50) and EGLCX (3.40) have matching dividends . EGLCX was incepted earlier than SMFPX: EGLCX (12 years) vs SMFPX (12 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 (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 : 24.42 vs. SMFPX (22.10). EGLCX return over 5 years is better than : 216.92 vs. SMFPX (116.61).
| EGLCX | SMFPX | EGLCX / SMFPX | |
| Total Expense Ratio | 2.41 | 2.12 | 114% |
| Annual Report Gross Expense Ratio | 2.81 | 2.15 | 131% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.527 | 2.500 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.27B | 18% |
| Annual Yield % from dividends | 3.40 | 3.50 | 97% |
| Returns for 1 year | 24.42 | 22.10 | 111% |
| Returns for 3 years | 59.32 | 42.69 | 139% |
| Returns for 5 years | 216.92 | 116.61 | 186% |
| Returns for 10 years | 45.22 | 25.09 | 180% |
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