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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart
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EGLIX vs. SPMJX commentary
Feb 23, 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: 329M vs. EGLIX (228M). 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 : 46.53 vs. EGLIX (44.02). EGLIX (174.40) and SPMJX (170.39) have equivalent 5 years return.
| 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 | 6.093 | 8.509 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 329M | 69% |
| Annual Yield % from dividends | 5.47 | 5.29 | 103% |
| Returns for 1 year | 44.02 | 46.53 | 95% |
| Returns for 3 years | 114.67 | 140.49 | 82% |
| Returns for 5 years | 174.40 | 170.39 | 102% |
| Returns for 10 years | 67.74 | N/A | - |