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EGLCX vs SMRPX
EGLCX vs SMRPX Comparison Chart
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EGLCX vs. SMRPX commentary
Jun 15, 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: 1.29B vs. EGLCX (224M). SMRPX pays higher dividends than EGLCX: SMRPX (4.58) vs EGLCX (3.40). EGLCX was incepted earlier than SMRPX: EGLCX (12 years) vs SMRPX (9 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). EGLCX annual gain was more profitable for investors over the last year : 26.55 vs. SMRPX (24.64). EGLCX return over 5 years is better than : 265.47 vs. SMRPX (161.11).
| 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 | 9 years | - |
| Gain YTD | 3.387 | 4.051 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.29B | 17% |
| Annual Yield % from dividends | 3.40 | 4.58 | 74% |
| Returns for 1 year | 26.55 | 24.64 | 108% |
| Returns for 3 years | 85.67 | 69.03 | 124% |
| Returns for 5 years | 265.47 | 161.11 | 165% |
| Returns for 10 years | 48.12 | N/A | - |
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