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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart in %
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EGLIX vs. SPMJX 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 SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 311M vs. EGLIX (222M). SPMJX pays higher dividends than EGLIX: SPMJX (5.33) vs EGLIX (4.68). EGLIX was incepted earlier than SPMJX: EGLIX (13 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than EGLIX (1.81). EGLIX is a more actively managed with annual turnover of: 32.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than EGLIX: SPMJX (1000) vs EGLIX (100000). EGLIX (26.08) and SPMJX (25.95) have marching annual gain over last year. SPMJX return over 5 years is better than : 345.44 vs. EGLIX (271.36).
| EGLIX | SPMJX | EGLIX / SPMJX | |
| Total Expense Ratio | 1.41 | 8.31 | 17% |
| Annual Report Gross Expense Ratio | 1.81 | 8.31 | 22% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.289 | 4.605 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 311M | 71% |
| Annual Yield % from dividends | 4.68 | 5.33 | 88% |
| Returns for 1 year | 26.08 | 25.95 | 101% |
| Returns for 3 years | 90.97 | 108.77 | 84% |
| Returns for 5 years | 271.36 | 345.44 | 79% |
| Returns for 10 years | 104.96 | N/A | - |
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