Interact to see
Advertisement
Advertisement
EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EGLCX vs. SMFPX commentary
Aug 18, 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 EGLCX is a Buy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. EGLCX (218M). EGLCX pays higher dividends than SMFPX: EGLCX (3.70) vs SMFPX (3.40). EGLCX was incepted earlier than SMFPX: EGLCX (12 years) vs SMFPX (13 years). EGLCX (2.81) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLCX (32.00). SMFPX has a lower initial minimum investment than EGLCX: SMFPX (1000) vs EGLCX (2500). EGLCX (15.58) and SMFPX (15.27) have marching annual gain over last year. EGLCX return over 5 years is better than : 237.71 vs. SMFPX (134.92).
| EGLCX | SMFPX | EGLCX / SMFPX | |
| Total Expense Ratio | 2.41 | 2.12 | 114% |
| Annual Report Gross Expense Ratio | 2.81 | 2.15 | 131% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 1.241 | 2.599 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 1.28B | 17% |
| Annual Yield % from dividends | 3.70 | 3.40 | 109% |
| Returns for 1 year | 15.58 | 15.27 | 102% |
| Returns for 3 years | 68.67 | 51.74 | 133% |
| Returns for 5 years | 237.71 | 134.92 | 176% |
| Returns for 10 years | 70.42 | 46.15 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers