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EGLIX vs SMFPX
EGLIX vs SMFPX Comparison Chart
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EGLIX vs. SMFPX commentary
Apr 18, 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 StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.21B vs. EGLIX (226M). EGLIX pays higher dividends than SMFPX: EGLIX (4.00) vs SMFPX (3.38). EGLIX was incepted earlier than SMFPX: EGLIX (13 years) vs SMFPX (12 years). SMFPX (2.13) 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 : 28.64 vs. SMFPX (22.59). EGLIX return over 5 years is better than : 328.47 vs. SMFPX (170.05).
| EGLIX | SMFPX | EGLIX / SMFPX | |
| Total Expense Ratio | 1.41 | 2.13 | 66% |
| Annual Report Gross Expense Ratio | 1.81 | 2.13 | 85% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -0.967 | -2.694 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.21B | 19% |
| Annual Yield % from dividends | 4.00 | 3.38 | 118% |
| Returns for 1 year | 28.64 | 22.59 | 127% |
| Returns for 3 years | 69.71 | 41.85 | 167% |
| Returns for 5 years | 328.47 | 170.05 | 193% |
| Returns for 10 years | 50.78 | 12.72 | 399% |
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