Interact to see
Advertisement
Advertisement
EIPFX vs SMFPX
EIPFX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EIPFX vs. SMFPX commentary
Oct 18, 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 EIPFX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. EIPFX (79M). SMFPX pays higher dividends than EIPFX: SMFPX (3.37) vs EIPFX (2.48). EIPFX was incepted earlier than SMFPX: EIPFX (9 years) vs SMFPX (13 years). SMFPX (2.15) and EIPFX (2.13) have similar cost to investors . SMFPX is a more actively managed with annual turnover of: 74.00 vs. EIPFX (40.00). SMFPX has a lower initial minimum investment than EIPFX: SMFPX (1000) vs EIPFX (2500). EIPFX (6.10) and SMFPX (5.89) have marching annual gain over last year. SMFPX return over 5 years is better than : 161.24 vs. EIPFX (79.04).
| EIPFX | SMFPX | EIPFX / SMFPX | |
| Total Expense Ratio | 1.66 | 2.12 | 78% |
| Annual Report Gross Expense Ratio | 2.13 | 2.15 | 99% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.337 | 0.891 | 1,048% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79M | 1.22B | 6% |
| Annual Yield % from dividends | 2.48 | 3.37 | 74% |
| Returns for 1 year | 6.10 | 5.89 | 104% |
| Returns for 3 years | 25.86 | 58.74 | 44% |
| Returns for 5 years | 79.04 | 161.24 | 49% |
| Returns for 10 years | N/A | 57.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement