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EGLIX vs SMFPX
EGLIX vs SMFPX Comparison Chart
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EGLIX vs. SMFPX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. EGLIX (226M). EGLIX pays higher dividends than SMFPX: EGLIX (4.36) vs SMFPX (3.50). EGLIX was incepted earlier than SMFPX: EGLIX (13 years) vs SMFPX (12 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 (41.00). 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 : 25.00 vs. SMFPX (21.67). EGLIX return over 5 years is better than : 230.68 vs. SMFPX (115.36).
| 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 | 12 years | - |
| Gain YTD | 1.065 | 1.906 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.26B | 18% |
| Annual Yield % from dividends | 4.36 | 3.50 | 125% |
| Returns for 1 year | 25.00 | 21.67 | 115% |
| Returns for 3 years | 67.20 | 45.23 | 149% |
| Returns for 5 years | 230.68 | 115.36 | 200% |
| Returns for 10 years | 62.56 | 24.37 | 257% |
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