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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart in %
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EGLIX vs. SPMJX commentary
Oct 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 Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 284M vs. EGLIX (226M). SPMJX pays higher dividends than EGLIX: SPMJX (5.68) vs EGLIX (4.74). 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 annual gain was more profitable for investors over the last year : 10.18 vs. SPMJX (8.19). SPMJX return over 5 years is better than : 420.48 vs. EGLIX (306.72).
| 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 | 2.404 | 0.165 | 1,459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 284M | 80% |
| Annual Yield % from dividends | 4.74 | 5.68 | 83% |
| Returns for 1 year | 10.18 | 8.19 | 124% |
| Returns for 3 years | 85.51 | 100.53 | 85% |
| Returns for 5 years | 306.72 | 420.48 | 73% |
| Returns for 10 years | 103.91 | N/A | - |
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