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EIPFX vs SMFPX
EIPFX vs SMFPX Comparison Chart
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EIPFX vs. SMFPX commentary
May 09, 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 StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. EIPFX (76.4M). SMFPX pays higher dividends than EIPFX: SMFPX (3.64) vs EIPFX (2.91). EIPFX was incepted earlier than SMFPX: EIPFX (9 years) vs SMFPX (12 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). SMFPX annual gain was more profitable for investors over the last year : 18.63 vs. EIPFX (12.62). SMFPX return over 5 years is better than : 149.01 vs. EIPFX (72.50).
| 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 | 12 years | - |
| Gain YTD | 2.659 | -1.124 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 1.23B | 6% |
| Annual Yield % from dividends | 2.91 | 3.64 | 80% |
| Returns for 1 year | 12.62 | 18.63 | 68% |
| Returns for 3 years | 18.37 | 55.77 | 33% |
| Returns for 5 years | 72.50 | 149.01 | 49% |
| Returns for 10 years | N/A | 16.78 | - |
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