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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart
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EGLIX vs. SPMJX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 300M vs. EGLIX (199M). EGLIX (5.47) and SPMJX (5.29) have matching dividends . EGLIX was incepted earlier than SPMJX: EGLIX (12 years) vs SPMJX (6 years). EGLIX is a more actively managed with annual turnover of: 46.00 vs. SPMJX (42.00). SPMJX has a lower initial minimum investment than EGLIX: SPMJX (1000) vs EGLIX (100000). SPMJX annual gain was more profitable for investors over the last year : 65.10 vs. EGLIX (59.19). EGLIX return over 5 years is better than : 169.30 vs. SPMJX (139.49).
| EGLIX | SPMJX | EGLIX / SPMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 9.387 | 10.463 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 300M | 66% |
| Annual Yield % from dividends | 5.47 | 5.29 | 103% |
| Returns for 1 year | 59.19 | 65.10 | 91% |
| Returns for 3 years | 120.31 | 147.11 | 82% |
| Returns for 5 years | 169.30 | 139.49 | 121% |
| Returns for 10 years | 86.36 | N/A | - |
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