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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart in %
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EGLIX vs. SPMJX commentary
Nov 20, 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: 275M vs. EGLIX (211M). SPMJX pays higher dividends than EGLIX: SPMJX (5.98) vs EGLIX (5.31). EGLIX was incepted earlier than SPMJX: EGLIX (13 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than EGLIX (1.67). 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). SPMJX annual gain was more profitable for investors over the last year : -0.99 vs. EGLIX (-1.73). SPMJX return over 5 years is better than : 317.81 vs. EGLIX (252.78).
| EGLIX | SPMJX | EGLIX / SPMJX | |
| Total Expense Ratio | 1.40 | 17.50 | 8% |
| Annual Report Gross Expense Ratio | 1.67 | 17.50 | 10% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.281 | 1.949 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 275M | 77% |
| Annual Yield % from dividends | 5.31 | 5.98 | 89% |
| Returns for 1 year | -1.73 | -0.99 | 175% |
| Returns for 3 years | 63.10 | 82.88 | 76% |
| Returns for 5 years | 252.78 | 317.81 | 80% |
| Returns for 10 years | 143.74 | N/A | - |
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