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
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.31B vs. EGLIX (228M). 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 : 44.02 vs. SMRPX (38.84). EGLIX return over 5 years is better than : 174.40 vs. SMRPX (103.49).
| 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 | 6.093 | 4.353 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 1.31B | 17% |
| Annual Yield % from dividends | 5.47 | 5.72 | 96% |
| Returns for 1 year | 44.02 | 38.84 | 113% |
| Returns for 3 years | 114.67 | 87.15 | 132% |
| Returns for 5 years | 174.40 | 103.49 | 169% |
| Returns for 10 years | 67.74 | N/A | - |