Interact to see
Advertisement
Advertisement
EGLCX vs SPMJX
EGLCX vs SPMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EGLCX vs. SPMJX commentary
Aug 18, 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 SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 299M vs. EGLCX (218M). SPMJX pays higher dividends than EGLCX: SPMJX (5.33) vs EGLCX (3.70). EGLCX was incepted earlier than SPMJX: EGLCX (12 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than EGLCX (2.81). EGLCX is a more actively managed with annual turnover of: 32.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than EGLCX: SPMJX (1000) vs EGLCX (2500). SPMJX (15.87) and EGLCX (15.58) have marching annual gain over last year. SPMJX return over 5 years is better than : 316.92 vs. EGLCX (237.71).
| EGLCX | SPMJX | EGLCX / SPMJX | |
| Total Expense Ratio | 2.41 | 8.31 | 29% |
| Annual Report Gross Expense Ratio | 2.81 | 8.31 | 34% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.241 | 1.441 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 299M | 73% |
| Annual Yield % from dividends | 3.70 | 5.33 | 69% |
| Returns for 1 year | 15.58 | 15.87 | 98% |
| Returns for 3 years | 68.67 | 85.63 | 80% |
| Returns for 5 years | 237.71 | 316.92 | 75% |
| Returns for 10 years | 70.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SWFCX | 17.13 | 0.05 | +0.29% |
| Touchstone International Value C | |||
| BGDVX | 14.94 | 0.01 | +0.07% |
| BlackRock GA Disciplined Volatility Eq K | |||
| RIDHX | 26.99 | N/A | N/A |
| American Funds Income Fund of Amer R5E | |||
| GQIRX | 50.61 | -0.12 | -0.24% |
| Goldman Sachs US Tax-Managed Eq Inv | |||
| GSRRX | 11.58 | -0.07 | -0.60% |
| Goldman Sachs Rising Dividend Gr R | |||