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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart
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EGLIX vs. SPMJX commentary
Dec 19, 2024
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: 327M vs. EGLIX (172M). 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 : 48.57 vs. EGLIX (43.56). EGLIX return over 5 years is better than : 152.87 vs. SPMJX (129.52).
| 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 | 42.248 | 47.520 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 327M | 53% |
| Annual Yield % from dividends | 5.47 | 5.29 | 103% |
| Returns for 1 year | 43.56 | 48.57 | 90% |
| Returns for 3 years | 128.48 | 165.85 | 77% |
| Returns for 5 years | 152.87 | 129.52 | 118% |
| Returns for 10 years | 59.89 | N/A | - |
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