Ad is loading...
EGLCX vs SPMJX
EGLCX vs SPMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EGLCX vs. SPMJX commentary
Apr 05, 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 Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 338M vs. EGLCX (249M). SPMJX pays higher dividends than EGLCX: SPMJX (4.68) vs EGLCX (3.18). EGLCX was incepted earlier than SPMJX: EGLCX (12 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: 41.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than EGLCX: SPMJX (1000) vs EGLCX (2500). SPMJX annual gain was more profitable for investors over the last year : 37.40 vs. EGLCX (34.59). SPMJX return over 5 years is better than : 696.87 vs. EGLCX (424.37).
| EGLCX | SPMJX | EGLCX / SPMJX | |
| Total Expense Ratio | 2.41 | 8.31 | 29% |
| Annual Report Gross Expense Ratio | 2.81 | 8.31 | 34% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 8.962 | 11.688 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 338M | 74% |
| Annual Yield % from dividends | 3.18 | 4.68 | 68% |
| Returns for 1 year | 34.59 | 37.40 | 92% |
| Returns for 3 years | 85.24 | 114.47 | 74% |
| Returns for 5 years | 424.37 | 696.87 | 61% |
| Returns for 10 years | 50.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...