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EIPFX vs SMRPX
EIPFX vs SMRPX Comparison Chart
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EIPFX vs. SMRPX 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.22B vs. EIPFX (74.6M). SMRPX pays higher dividends than EIPFX: SMRPX (4.35) vs EIPFX (2.78). EIPFX was incepted earlier than SMRPX: EIPFX (9 years) vs SMRPX (9 years). EIPFX (2.13) is less costly to investors than SMRPX (1.06). 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 : 23.73 vs. EIPFX (15.94). SMRPX return over 5 years is better than : 185.74 vs. EIPFX (76.99).
| EIPFX | SMRPX | EIPFX / SMRPX | |
| Total Expense Ratio | 1.66 | 1.06 | 157% |
| Annual Report Gross Expense Ratio | 2.13 | 1.06 | 201% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 0.490 | -2.243 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 1.22B | 6% |
| Annual Yield % from dividends | 2.78 | 4.35 | 64% |
| Returns for 1 year | 15.94 | 23.73 | 67% |
| Returns for 3 years | 7.31 | 46.73 | 16% |
| Returns for 5 years | 76.99 | 185.74 | 41% |
| Returns for 10 years | N/A | N/A | - |