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
Jul 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. EGLIX (220M). SMRPX pays higher dividends than EGLIX: SMRPX (4.43) vs EGLIX (4.19). 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 (17.52) and SMRPX (17.09) have marching annual gain over last year. EGLIX return over 5 years is better than : 282.78 vs. SMRPX (164.48).
| 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 | 1.945 | 2.757 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 1.26B | 17% |
| Annual Yield % from dividends | 4.19 | 4.43 | 95% |
| Returns for 1 year | 17.52 | 17.09 | 103% |
| Returns for 3 years | 103.28 | 80.40 | 128% |
| Returns for 5 years | 282.78 | 164.48 | 172% |
| Returns for 10 years | 74.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers