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
Oct 07, 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 Hold and SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. EGLIX (226M). EGLIX pays higher dividends than SMRPX: EGLIX (4.74) vs SMRPX (4.43). 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 annual gain was more profitable for investors over the last year : 12.58 vs. EGLIX (10.18). EGLIX return over 5 years is better than : 306.72 vs. SMRPX (196.52).
| 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 | 2.404 | 6.554 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.28B | 18% |
| Annual Yield % from dividends | 4.74 | 4.43 | 107% |
| Returns for 1 year | 10.18 | 12.58 | 81% |
| Returns for 3 years | 85.51 | 76.13 | 112% |
| Returns for 5 years | 306.72 | 196.52 | 156% |
| Returns for 10 years | 103.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement