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EIPFX vs SPMQX
EIPFX vs SPMQX Comparison Chart in %
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EIPFX vs. SPMQX commentary
Jul 27, 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.96B vs. EIPFX (79.6M). SPMQX pays higher dividends than EIPFX: SPMQX (7.03) vs EIPFX (2.56). EIPFX was incepted earlier than SPMQX: EIPFX (9 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than EIPFX (2.13). EIPFX is a more actively managed with annual turnover of: 40.00 vs. SPMQX (11.00). EIPFX has a lower initial minimum investment than SPMQX: EIPFX (2500) vs SPMQX (1000000). EIPFX annual gain was more profitable for investors over the last year : 14.27 vs. SPMQX (12.97). SPMQX return over 5 years is better than : 249.75 vs. EIPFX (79.84).
| EIPFX | SPMQX | EIPFX / SPMQX | |
| Total Expense Ratio | 1.66 | 6.24 | 27% |
| Annual Report Gross Expense Ratio | 2.13 | 6.24 | 34% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 8.192 | 5.415 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 3.96B | 2% |
| Annual Yield % from dividends | 2.56 | 7.03 | 36% |
| Returns for 1 year | 14.27 | 12.97 | 110% |
| Returns for 3 years | 23.97 | 73.71 | 33% |
| Returns for 5 years | 79.84 | 249.75 | 32% |
| Returns for 10 years | N/A | N/A | - |
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