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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart
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EIPIX vs. SMFPX commentary
Jun 07, 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 EIPIX is a StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.27B vs. EIPIX (77.6M). SMFPX pays higher dividends than EIPIX: SMFPX (3.50) vs EIPIX (3.21). EIPIX was incepted earlier than SMFPX: EIPIX (19 years) vs SMFPX (12 years). SMFPX (2.15) is less costly to investors than EIPIX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EIPIX (40.00). SMFPX has a lower initial minimum investment than EIPIX: SMFPX (1000) vs EIPIX (1000000). SMFPX annual gain was more profitable for investors over the last year : 22.10 vs. EIPIX (14.75). SMFPX return over 5 years is better than : 116.61 vs. EIPIX (61.73).
| EIPIX | SMFPX | EIPIX / SMFPX | |
| Total Expense Ratio | 1.26 | 2.12 | 59% |
| Annual Report Gross Expense Ratio | 1.73 | 2.15 | 80% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 4.528 | 2.500 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 1.27B | 6% |
| Annual Yield % from dividends | 3.21 | 3.50 | 92% |
| Returns for 1 year | 14.75 | 22.10 | 67% |
| Returns for 3 years | 9.21 | 42.69 | 22% |
| Returns for 5 years | 61.73 | 116.61 | 53% |
| Returns for 10 years | 53.05 | 25.09 | 211% |
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