Interact to see
Advertisement
Advertisement
EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EGLIX vs. SMRPX 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.25B vs. EGLIX (231M). EGLIX (4.69) and SMRPX (4.50) have matching dividends . EGLIX was incepted earlier than SMRPX: EGLIX (13 years) vs SMRPX (10 years). EGLIX (1.81) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EGLIX (32.00). EGLIX has a lower initial minimum investment than SMRPX: EGLIX (100000) vs SMRPX (1000000). SMRPX (13.70) and EGLIX (13.27) have marching annual gain over last year. EGLIX return over 5 years is better than : 289.46 vs. SMRPX (179.13).
| EGLIX | SMRPX | EGLIX / SMRPX | |
| Total Expense Ratio | 1.41 | 1.02 | 138% |
| Annual Report Gross Expense Ratio | 1.81 | 1.05 | 172% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.702 | 4.439 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 1.25B | 18% |
| Annual Yield % from dividends | 4.69 | 4.50 | 104% |
| Returns for 1 year | 13.27 | 13.70 | 97% |
| Returns for 3 years | 77.39 | 62.25 | 124% |
| Returns for 5 years | 289.46 | 179.13 | 162% |
| Returns for 10 years | 109.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement