Ad is loading...
EIPFX vs SMRPX
EIPFX vs SMRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EIPFX vs. SMRPX 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.23B vs. EIPFX (76.4M). SMRPX pays higher dividends than EIPFX: SMRPX (4.68) vs EIPFX (2.91). 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 : 19.91 vs. EIPFX (12.62). SMRPX return over 5 years is better than : 162.26 vs. EIPFX (72.50).
| 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 | 2.659 | -0.766 | -347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 1.23B | 6% |
| Annual Yield % from dividends | 2.91 | 4.68 | 62% |
| Returns for 1 year | 12.62 | 19.91 | 63% |
| Returns for 3 years | 18.37 | 60.73 | 30% |
| Returns for 5 years | 72.50 | 162.26 | 45% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers