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EGLIX vs SPMQX
EGLIX vs SPMQX Comparison Chart
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EGLIX vs. SPMQX commentary
Jun 06, 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. EGLIX (226M). SPMQX pays higher dividends than EGLIX: SPMQX (7.10) vs EGLIX (4.36). EGLIX was incepted earlier than SPMQX: EGLIX (13 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than EGLIX (1.81). EGLIX is a more actively managed with annual turnover of: 41.00 vs. SPMQX (11.00). EGLIX has a lower initial minimum investment than SPMQX: EGLIX (100000) vs SPMQX (1000000). EGLIX annual gain was more profitable for investors over the last year : 25.00 vs. SPMQX (14.02). EGLIX return over 5 years is better than : 230.68 vs. SPMQX (187.23).
| EGLIX | SPMQX | EGLIX / SPMQX | |
| Total Expense Ratio | 1.41 | 6.24 | 23% |
| Annual Report Gross Expense Ratio | 1.81 | 6.24 | 29% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.065 | 3.397 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 3.83B | 6% |
| Annual Yield % from dividends | 4.36 | 7.10 | 61% |
| Returns for 1 year | 25.00 | 14.02 | 178% |
| Returns for 3 years | 67.20 | 58.17 | 116% |
| Returns for 5 years | 230.68 | 187.23 | 123% |
| Returns for 10 years | 62.56 | N/A | - |
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