| EIPIX | SMFPX | EIPIX / SMFPX | |
| Total Expense Ratio | 1.26 | 2.09 | 60% |
| Annual Report Gross Expense Ratio | 1.72 | 2.13 | 81% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 15.637 | 18.828 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 1.4B | 6% |
| Annual Yield % from dividends | 2.55 | 2.85 | 90% |
| Returns for 1 year | 7.34 | 20.52 | 36% |
| Returns for 3 years | 49.38 | 89.53 | 55% |
| Returns for 5 years | 49.95 | 112.20 | 45% |
| Returns for 10 years | 80.06 | 132.15 | 61% |