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EGLCX vs SPMJX
EGLCX vs SPMJX Comparison Chart in %
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EGLCX vs. SPMJX 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 SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 304M vs. EGLCX (228M). SPMJX pays higher dividends than EGLCX: SPMJX (5.46) vs EGLCX (3.70). EGLCX was incepted earlier than SPMJX: EGLCX (13 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than EGLCX (2.81). EGLCX is a more actively managed with annual turnover of: 32.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than EGLCX: SPMJX (1000) vs EGLCX (2500). EGLCX (14.76) and SPMJX (14.28) have marching annual gain over last year. SPMJX return over 5 years is better than : 376.64 vs. EGLCX (268.93).
| EGLCX | SPMJX | EGLCX / SPMJX | |
| Total Expense Ratio | 2.41 | 8.31 | 29% |
| Annual Report Gross Expense Ratio | 2.81 | 8.31 | 34% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 2.826 | 2.144 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 304M | 75% |
| Annual Yield % from dividends | 3.70 | 5.46 | 68% |
| Returns for 1 year | 14.76 | 14.28 | 103% |
| Returns for 3 years | 72.56 | 89.97 | 81% |
| Returns for 5 years | 268.93 | 376.64 | 71% |
| Returns for 10 years | 82.70 | N/A | - |
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