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EGLIX vs SMFPX
EGLIX vs SMFPX Comparison Chart in %
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EGLIX vs. SMFPX commentary
Oct 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 EGLIX is a Hold and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. EGLIX (226M). EGLIX pays higher dividends than SMFPX: EGLIX (4.74) vs SMFPX (3.37). EGLIX was incepted earlier than SMFPX: EGLIX (13 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than EGLIX (1.81). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLIX (32.00). SMFPX has a lower initial minimum investment than EGLIX: SMFPX (1000) vs EGLIX (100000). SMFPX annual gain was more profitable for investors over the last year : 11.37 vs. EGLIX (10.18). EGLIX return over 5 years is better than : 306.72 vs. SMFPX (181.40).
| EGLIX | SMFPX | EGLIX / SMFPX | |
| Total Expense Ratio | 1.41 | 2.12 | 67% |
| Annual Report Gross Expense Ratio | 1.81 | 2.15 | 84% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 2.404 | 5.681 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.28B | 18% |
| Annual Yield % from dividends | 4.74 | 3.37 | 141% |
| Returns for 1 year | 10.18 | 11.37 | 90% |
| Returns for 3 years | 85.51 | 70.53 | 121% |
| Returns for 5 years | 306.72 | 181.40 | 169% |
| Returns for 10 years | 103.91 | 60.51 | 172% |
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