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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart in %
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EGLIX vs. SMRPX commentary
Aug 28, 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: 1.24B vs. EGLIX (218M). EGLIX pays higher dividends than SMRPX: EGLIX (4.68) vs SMRPX (4.44). 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). EGLIX annual gain was more profitable for investors over the last year : 16.18 vs. SMRPX (15.25). EGLIX return over 5 years is better than : 272.62 vs. SMRPX (158.91).
| 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 | 3.532 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 1.24B | 18% |
| Annual Yield % from dividends | 4.68 | 4.44 | 105% |
| Returns for 1 year | 16.18 | 15.25 | 106% |
| Returns for 3 years | 70.68 | 54.04 | 131% |
| Returns for 5 years | 272.62 | 158.91 | 172% |
| Returns for 10 years | 96.92 | N/A | - |
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