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EIPFX vs SMRPX
EIPFX vs SMRPX Comparison Chart in %
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EIPFX vs. SMRPX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. EIPFX (78.2M). SMRPX pays higher dividends than EIPFX: SMRPX (4.50) vs EIPFX (2.51). 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 : 14.30 vs. EIPFX (10.13). SMRPX return over 5 years is better than : 167.00 vs. EIPFX (81.87).
| 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 | 7.847 | 3.230 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 1.24B | 6% |
| Annual Yield % from dividends | 2.51 | 4.50 | 56% |
| Returns for 1 year | 10.13 | 14.30 | 71% |
| Returns for 3 years | 18.49 | 61.45 | 30% |
| Returns for 5 years | 81.87 | 167.00 | 49% |
| Returns for 10 years | N/A | N/A | - |
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