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EIPFX vs SMFPX
EIPFX vs SMFPX Comparison Chart
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EIPFX vs. SMFPX commentary
Apr 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 StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. EIPFX (74.6M). SMFPX pays higher dividends than EIPFX: SMFPX (3.38) vs EIPFX (2.78). EIPFX was incepted earlier than SMFPX: EIPFX (9 years) vs SMFPX (12 years). EIPFX (2.13) and SMFPX (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 : 22.27 vs. EIPFX (15.94). SMFPX return over 5 years is better than : 170.32 vs. EIPFX (76.99).
| EIPFX | SMFPX | EIPFX / SMFPX | |
| Total Expense Ratio | 1.66 | 2.13 | 78% |
| Annual Report Gross Expense Ratio | 2.13 | 2.13 | 100% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 0.490 | -2.596 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 1.22B | 6% |
| Annual Yield % from dividends | 2.78 | 3.38 | 82% |
| Returns for 1 year | 15.94 | 22.27 | 72% |
| Returns for 3 years | 7.31 | 42.17 | 17% |
| Returns for 5 years | 76.99 | 170.32 | 45% |
| Returns for 10 years | N/A | 12.51 | - |
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