Interact to see
Advertisement
Advertisement
EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EGLIX vs. SMRPX commentary
Jun 06, 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: 1.26B vs. EGLIX (226M). SMRPX (4.58) and EGLIX (4.36) have matching dividends . EGLIX was incepted earlier than SMRPX: EGLIX (13 years) vs SMRPX (9 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 (41.00). 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 : 25.00 vs. SMRPX (23.04). EGLIX return over 5 years is better than : 230.68 vs. SMRPX (127.10).
| 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 | 9 years | - |
| Gain YTD | 1.065 | 2.358 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.26B | 18% |
| Annual Yield % from dividends | 4.36 | 4.58 | 95% |
| Returns for 1 year | 25.00 | 23.04 | 109% |
| Returns for 3 years | 67.20 | 49.90 | 135% |
| Returns for 5 years | 230.68 | 127.10 | 181% |
| Returns for 10 years | 62.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement