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EIPFX vs SMRPX
EIPFX vs SMRPX Comparison Chart in %
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EIPFX vs. SMRPX commentary
Jul 05, 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 Buy and SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. EIPFX (79.3M). SMRPX pays higher dividends than EIPFX: SMRPX (4.43) vs EIPFX (2.56). EIPFX was incepted earlier than SMRPX: EIPFX (9 years) vs SMRPX (10 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 : 18.98 vs. EIPFX (15.63). SMRPX return over 5 years is better than : 166.25 vs. EIPFX (80.94).
| 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 | 10 years | - |
| Gain YTD | 7.215 | 3.852 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.3M | 1.28B | 6% |
| Annual Yield % from dividends | 2.56 | 4.43 | 58% |
| Returns for 1 year | 15.63 | 18.98 | 82% |
| Returns for 3 years | 26.26 | 79.38 | 33% |
| Returns for 5 years | 80.94 | 166.25 | 49% |
| Returns for 10 years | N/A | N/A | - |
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