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EIPFX vs SMRPX
EIPFX vs SMRPX Comparison Chart
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EIPFX vs. SMRPX commentary
Jun 15, 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.29B vs. EIPFX (79.6M). SMRPX pays higher dividends than EIPFX: SMRPX (4.58) vs EIPFX (2.85). EIPFX was incepted earlier than SMRPX: EIPFX (9 years) vs SMRPX (9 years). EIPFX (2.13) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EIPFX (40.00). EIPFX has a lower initial minimum investment than SMRPX: EIPFX (2500) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 24.64 vs. EIPFX (18.10). SMRPX return over 5 years is better than : 161.11 vs. EIPFX (77.86).
| EIPFX | SMRPX | EIPFX / SMRPX | |
| Total Expense Ratio | 1.66 | 1.02 | 163% |
| Annual Report Gross Expense Ratio | 2.13 | 1.05 | 203% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 6.942 | 4.051 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 1.29B | 6% |
| Annual Yield % from dividends | 2.85 | 4.58 | 62% |
| Returns for 1 year | 18.10 | 24.64 | 73% |
| Returns for 3 years | 24.25 | 69.03 | 35% |
| Returns for 5 years | 77.86 | 161.11 | 48% |
| Returns for 10 years | N/A | N/A | - |
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