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EGLCX vs SPMJX
EGLCX vs SPMJX Comparison Chart in %
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EGLCX vs. SPMJX 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 SPMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 293M vs. EGLCX (225M). SPMJX pays higher dividends than EGLCX: SPMJX (5.46) vs EGLCX (3.70). EGLCX was incepted earlier than SPMJX: EGLCX (13 years) vs SPMJX (6 years). SPMJX (17.50) 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 (13.58) and EGLCX (13.45) have marching annual gain over last year. SPMJX return over 5 years is better than : 372.43 vs. EGLCX (264.31).
| EGLCX | SPMJX | EGLCX / SPMJX | |
| Total Expense Ratio | 2.41 | 17.50 | 14% |
| Annual Report Gross Expense Ratio | 2.81 | 17.50 | 16% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.538 | 1.243 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 293M | 77% |
| Annual Yield % from dividends | 3.70 | 5.46 | 68% |
| Returns for 1 year | 13.45 | 13.58 | 99% |
| Returns for 3 years | 73.42 | 91.94 | 80% |
| Returns for 5 years | 264.31 | 372.43 | 71% |
| Returns for 10 years | 79.68 | N/A | - |
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