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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart
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EGLIX vs. SPMJX commentary
Apr 18, 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 StrongBuy and SPMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 338M vs. EGLIX (226M). SPMJX pays higher dividends than EGLIX: SPMJX (4.68) vs EGLIX (4.00). 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: 41.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than EGLIX: SPMJX (1000) vs EGLIX (100000). EGLIX (28.64) and SPMJX (28.19) have marching annual gain over last year. SPMJX return over 5 years is better than : 464.61 vs. EGLIX (328.47).
| 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 | -0.967 | -1.239 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 338M | 67% |
| Annual Yield % from dividends | 4.00 | 4.68 | 85% |
| Returns for 1 year | 28.64 | 28.19 | 102% |
| Returns for 3 years | 69.71 | 83.56 | 83% |
| Returns for 5 years | 328.47 | 464.61 | 71% |
| Returns for 10 years | 50.78 | N/A | - |
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