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EGLCX vs SPMQX
EGLCX vs SPMQX Comparison Chart in %
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EGLCX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. EGLCX (223M). SPMQX pays higher dividends than EGLCX: SPMQX (7.03) vs EGLCX (3.28). EGLCX was incepted earlier than SPMQX: EGLCX (12 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than EGLCX (2.81). EGLCX is a more actively managed with annual turnover of: 41.00 vs. SPMQX (11.00). EGLCX has a lower initial minimum investment than SPMQX: EGLCX (2500) vs SPMQX (1000000). EGLCX annual gain was more profitable for investors over the last year : 18.58 vs. SPMQX (11.24). EGLCX (272.10) and SPMQX (264.93) have equivalent 5 years return.
| EGLCX | SPMQX | EGLCX / SPMQX | |
| Total Expense Ratio | 2.41 | 6.24 | 39% |
| Annual Report Gross Expense Ratio | 2.81 | 6.24 | 45% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.702 | 5.415 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 3.9B | 6% |
| Annual Yield % from dividends | 3.28 | 7.03 | 47% |
| Returns for 1 year | 18.58 | 11.24 | 165% |
| Returns for 3 years | 95.55 | 83.37 | 115% |
| Returns for 5 years | 272.10 | 264.93 | 103% |
| Returns for 10 years | 55.62 | N/A | - |
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