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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart in %
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EGLIX vs. SMRPX commentary
Aug 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 Buy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. EGLIX (222M). EGLIX pays higher dividends than SMRPX: EGLIX (4.68) vs SMRPX (4.44). 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 (26.08) and SMRPX (25.12) have marching annual gain over last year. EGLIX return over 5 years is better than : 271.36 vs. SMRPX (156.68).
| 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 | 4.289 | 5.047 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.28B | 17% |
| Annual Yield % from dividends | 4.68 | 4.44 | 105% |
| Returns for 1 year | 26.08 | 25.12 | 104% |
| Returns for 3 years | 90.97 | 70.18 | 130% |
| Returns for 5 years | 271.36 | 156.68 | 173% |
| Returns for 10 years | 104.96 | N/A | - |
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