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EGLCX vs SPMQX
EGLCX vs SPMQX Comparison Chart
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EGLCX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. EGLCX (222M). SPMQX pays higher dividends than EGLCX: SPMQX (7.10) vs EGLCX (3.40). EGLCX was incepted earlier than SPMQX: EGLCX (12 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than EGLCX (2.81). EGLCX is a more actively managed with annual turnover of: 41.00 vs. SPMQX (11.00). EGLCX has a lower initial minimum investment than SPMQX: EGLCX (2500) vs SPMQX (1000000). EGLCX annual gain was more profitable for investors over the last year : 24.42 vs. SPMQX (13.99). EGLCX return over 5 years is better than : 216.92 vs. SPMQX (188.66).
| EGLCX | SPMQX | EGLCX / SPMQX | |
| Total Expense Ratio | 2.41 | 6.24 | 39% |
| Annual Report Gross Expense Ratio | 2.81 | 6.24 | 45% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.527 | 3.911 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 3.83B | 6% |
| Annual Yield % from dividends | 3.40 | 7.10 | 48% |
| Returns for 1 year | 24.42 | 13.99 | 175% |
| Returns for 3 years | 59.32 | 56.36 | 105% |
| Returns for 5 years | 216.92 | 188.66 | 115% |
| Returns for 10 years | 45.22 | N/A | - |
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