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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart
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EIPIX vs. SMFPX commentary
Apr 10, 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 Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.14B vs. EIPIX (70.2M). SMFPX pays higher dividends than EIPIX: SMFPX (3.38) vs EIPIX (3.13). EIPIX was incepted earlier than SMFPX: EIPIX (19 years) vs SMFPX (12 years). SMFPX (2.13) 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 : 11.11 vs. EIPIX (5.53). SMFPX return over 5 years is better than : 164.96 vs. EIPIX (73.10).
| EIPIX | SMFPX | EIPIX / SMFPX | |
| Total Expense Ratio | 1.26 | 2.13 | 59% |
| Annual Report Gross Expense Ratio | 1.73 | 2.13 | 81% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | -5.560 | -8.971 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 1.14B | 6% |
| Annual Yield % from dividends | 3.13 | 3.38 | 93% |
| Returns for 1 year | 5.53 | 11.11 | 50% |
| Returns for 3 years | 2.46 | 34.05 | 7% |
| Returns for 5 years | 73.10 | 164.96 | 44% |
| Returns for 10 years | 32.44 | 7.25 | 447% |
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