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EGLCX vs SMRPX
EGLCX vs SMRPX Comparison Chart in %
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EGLCX vs. SMRPX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. EGLCX (225M). SMRPX pays higher dividends than EGLCX: SMRPX (4.50) vs EGLCX (3.70). EGLCX was incepted earlier than SMRPX: EGLCX (13 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 (32.00). EGLCX has a lower initial minimum investment than SMRPX: EGLCX (2500) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 14.30 vs. EGLCX (13.45). EGLCX return over 5 years is better than : 264.31 vs. SMRPX (167.00).
| EGLCX | SMRPX | EGLCX / SMRPX | |
| Total Expense Ratio | 2.41 | 1.02 | 236% |
| Annual Report Gross Expense Ratio | 2.81 | 1.05 | 268% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.538 | 3.230 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 1.24B | 18% |
| Annual Yield % from dividends | 3.70 | 4.50 | 82% |
| Returns for 1 year | 13.45 | 14.30 | 94% |
| Returns for 3 years | 73.42 | 61.45 | 119% |
| Returns for 5 years | 264.31 | 167.00 | 158% |
| Returns for 10 years | 79.68 | N/A | - |
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