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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart
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EGLIX vs. SMRPX commentary
Dec 19, 2024
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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.21B vs. EGLIX (172M). SMRPX (5.72) and EGLIX (5.47) have matching dividends . EGLIX was incepted earlier than SMRPX: EGLIX (12 years) vs SMRPX (9 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. EGLIX (46.00). EGLIX has a lower initial minimum investment than SMRPX: EGLIX (100000) vs SMRPX (1000000). EGLIX annual gain was more profitable for investors over the last year : 43.56 vs. SMRPX (38.44). EGLIX return over 5 years is better than : 152.87 vs. SMRPX (90.73).
| EGLIX | SMRPX | EGLIX / SMRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 42.248 | 36.496 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 1.21B | 14% |
| Annual Yield % from dividends | 5.47 | 5.72 | 96% |
| Returns for 1 year | 43.56 | 38.44 | 113% |
| Returns for 3 years | 128.48 | 87.75 | 146% |
| Returns for 5 years | 152.87 | 90.73 | 168% |
| Returns for 10 years | 59.89 | N/A | - |
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