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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart
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EGLIX vs. SMRPX commentary
Jan 19, 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: 1.33B vs. EGLIX (199M). 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 : 59.19 vs. SMRPX (53.74). EGLIX return over 5 years is better than : 169.30 vs. SMRPX (102.85).
| 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 | 9.387 | 9.153 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 1.33B | 15% |
| Annual Yield % from dividends | 5.47 | 5.72 | 96% |
| Returns for 1 year | 59.19 | 53.74 | 110% |
| Returns for 3 years | 120.31 | 91.15 | 132% |
| Returns for 5 years | 169.30 | 102.85 | 165% |
| Returns for 10 years | 86.36 | N/A | - |
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