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EGLIX vs SMFPX
EGLIX vs SMFPX Comparison Chart in %
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EGLIX vs. SMFPX commentary
Sep 17, 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 Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.25B vs. EGLIX (231M). EGLIX pays higher dividends than SMFPX: EGLIX (4.69) vs SMFPX (3.42). 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). EGLIX annual gain was more profitable for investors over the last year : 13.27 vs. SMFPX (12.58). EGLIX return over 5 years is better than : 289.46 vs. SMFPX (164.55).
| 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 | 2.702 | 3.685 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 1.25B | 18% |
| Annual Yield % from dividends | 4.69 | 3.42 | 137% |
| Returns for 1 year | 13.27 | 12.58 | 105% |
| Returns for 3 years | 77.39 | 57.25 | 135% |
| Returns for 5 years | 289.46 | 164.55 | 176% |
| Returns for 10 years | 109.60 | 62.71 | 175% |
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