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EIPIX vs SMRPX
EIPIX vs SMRPX Comparison Chart
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EIPIX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.14B vs. EIPIX (70.2M). SMRPX pays higher dividends than EIPIX: SMRPX (4.35) vs EIPIX (3.13). EIPIX was incepted earlier than SMRPX: EIPIX (19 years) vs SMRPX (9 years). EIPIX (1.73) is less costly to investors than SMRPX (1.06). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EIPIX (40.00). EIPIX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. SMRPX annual gain was more profitable for investors over the last year : 12.31 vs. EIPIX (5.53). SMRPX return over 5 years is better than : 179.71 vs. EIPIX (73.10).
| EIPIX | SMRPX | EIPIX / SMRPX | |
| Total Expense Ratio | 1.26 | 1.06 | 119% |
| Annual Report Gross Expense Ratio | 1.73 | 1.06 | 163% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -5.560 | -8.741 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 1.14B | 6% |
| Annual Yield % from dividends | 3.13 | 4.35 | 72% |
| Returns for 1 year | 5.53 | 12.31 | 45% |
| Returns for 3 years | 2.46 | 38.20 | 6% |
| Returns for 5 years | 73.10 | 179.71 | 41% |
| Returns for 10 years | 32.44 | N/A | - |
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