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EGLCX vs SMFPX
EGLCX vs SMFPX Comparison Chart in %
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EGLCX vs. SMFPX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. EGLCX (223M). SMFPX (3.39) and EGLCX (3.28) have matching dividends . 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 (41.00). SMFPX has a lower initial minimum investment than EGLCX: SMFPX (1000) vs EGLCX (2500). EGLCX annual gain was more profitable for investors over the last year : 18.58 vs. SMFPX (17.57). EGLCX return over 5 years is better than : 272.10 vs. SMFPX (152.19).
| 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 | 2.702 | 3.193 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 1.28B | 17% |
| Annual Yield % from dividends | 3.28 | 3.39 | 97% |
| Returns for 1 year | 18.58 | 17.57 | 106% |
| Returns for 3 years | 95.55 | 73.70 | 130% |
| Returns for 5 years | 272.10 | 152.19 | 179% |
| Returns for 10 years | 55.62 | 31.65 | 176% |