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EGLCX vs SMRPX
EGLCX vs SMRPX Comparison Chart
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EGLCX vs. SMRPX 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.27B vs. EGLCX (222M). SMRPX pays higher dividends than EGLCX: SMRPX (4.58) vs EGLCX (3.40). EGLCX was incepted earlier than SMRPX: EGLCX (12 years) vs SMRPX (9 years). EGLCX (2.81) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EGLCX (41.00). EGLCX has a lower initial minimum investment than SMRPX: EGLCX (2500) vs SMRPX (1000000). EGLCX (24.42) and SMRPX (23.47) have marching annual gain over last year. EGLCX return over 5 years is better than : 216.92 vs. SMRPX (128.43).
| EGLCX | SMRPX | EGLCX / SMRPX | |
| Total Expense Ratio | 2.41 | 1.02 | 236% |
| Annual Report Gross Expense Ratio | 2.81 | 1.05 | 268% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 1.527 | 2.956 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.27B | 18% |
| Annual Yield % from dividends | 3.40 | 4.58 | 74% |
| Returns for 1 year | 24.42 | 23.47 | 104% |
| Returns for 3 years | 59.32 | 47.11 | 126% |
| Returns for 5 years | 216.92 | 128.43 | 169% |
| Returns for 10 years | 45.22 | N/A | - |
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