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EGLCX vs SMRPX
EGLCX vs SMRPX Comparison Chart in %
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EGLCX vs. SMRPX 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. EGLCX (223M). SMRPX pays higher dividends than EGLCX: SMRPX (4.43) vs EGLCX (3.28). EGLCX was incepted earlier than SMRPX: EGLCX (12 years) vs SMRPX (10 years). EGLCX (2.81) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EGLCX (41.00). EGLCX has a lower initial minimum investment than SMRPX: EGLCX (2500) vs SMRPX (1000000). SMRPX (18.98) and EGLCX (18.58) have marching annual gain over last year. EGLCX return over 5 years is better than : 272.10 vs. SMRPX (166.25).
| EGLCX | SMRPX | EGLCX / SMRPX | |
| Total Expense Ratio | 2.41 | 1.02 | 236% |
| Annual Report Gross Expense Ratio | 2.81 | 1.05 | 268% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.702 | 3.852 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 1.28B | 17% |
| Annual Yield % from dividends | 3.28 | 4.43 | 74% |
| Returns for 1 year | 18.58 | 18.98 | 98% |
| Returns for 3 years | 95.55 | 79.38 | 120% |
| Returns for 5 years | 272.10 | 166.25 | 164% |
| Returns for 10 years | 55.62 | N/A | - |
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