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EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart in %
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EGLCX vs. SMFPX commentary
Oct 19, 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 Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. EGLCX (214M). EGLCX pays higher dividends than SMFPX: EGLCX (3.75) vs SMFPX (3.37). EGLCX was incepted earlier than SMFPX: EGLCX (13 years) vs SMFPX (13 years). EGLCX (2.67) 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). SMFPX annual gain was more profitable for investors over the last year : 5.68 vs. EGLCX (3.39). EGLCX return over 5 years is better than : 254.12 vs. SMFPX (160.73).
| EGLCX | SMFPX | EGLCX / SMFPX | |
| Total Expense Ratio | 2.40 | 2.12 | 113% |
| Annual Report Gross Expense Ratio | 2.67 | 2.15 | 124% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -3.514 | 0.691 | -509% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.22B | 18% |
| Annual Yield % from dividends | 3.75 | 3.37 | 111% |
| Returns for 1 year | 3.39 | 5.68 | 60% |
| Returns for 3 years | 63.35 | 58.42 | 108% |
| Returns for 5 years | 254.12 | 160.73 | 158% |
| Returns for 10 years | 77.34 | 56.91 | 136% |
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