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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart in %
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EIPIX vs. SMFPX commentary
Nov 20, 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: 1.24B vs. EIPIX (81.2M). SMFPX pays higher dividends than EIPIX: SMFPX (3.55) vs EIPIX (2.87). EIPIX was incepted earlier than SMFPX: EIPIX (19 years) vs SMFPX (13 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). EIPIX annual gain was more profitable for investors over the last year : 3.39 vs. SMFPX (-0.15). SMFPX return over 5 years is better than : 143.68 vs. EIPIX (78.14).
| 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 | 13 years | - |
| Gain YTD | 12.648 | 3.154 | 401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.2M | 1.24B | 7% |
| Annual Yield % from dividends | 2.87 | 3.55 | 81% |
| Returns for 1 year | 3.39 | -0.15 | -2,291% |
| Returns for 3 years | 22.16 | 52.05 | 43% |
| Returns for 5 years | 78.14 | 143.68 | 54% |
| Returns for 10 years | 93.19 | 95.65 | 97% |
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