Ad is loading...
EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EGLIX vs. SMRPX 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.21B vs. EGLIX (226M). SMRPX pays higher dividends than EGLIX: SMRPX (4.35) vs EGLIX (4.00). EGLIX was incepted earlier than SMRPX: EGLIX (13 years) vs SMRPX (9 years). EGLIX (1.81) is less costly to investors than SMRPX (1.06). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EGLIX (41.00). 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 : 28.64 vs. SMRPX (23.90). EGLIX return over 5 years is better than : 328.47 vs. SMRPX (185.45).
| EGLIX | SMRPX | EGLIX / SMRPX | |
| Total Expense Ratio | 1.41 | 1.06 | 133% |
| Annual Report Gross Expense Ratio | 1.81 | 1.06 | 171% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -0.967 | -2.342 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.21B | 19% |
| Annual Yield % from dividends | 4.00 | 4.35 | 92% |
| Returns for 1 year | 28.64 | 23.90 | 120% |
| Returns for 3 years | 69.71 | 46.58 | 150% |
| Returns for 5 years | 328.47 | 185.45 | 177% |
| Returns for 10 years | 50.78 | N/A | - |