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EGLIX vs SMFPX
EGLIX vs SMFPX Comparison Chart in %
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EGLIX vs. SMFPX 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 EGLIX is a Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. EGLIX (223M). EGLIX pays higher dividends than SMFPX: EGLIX (4.19) vs SMFPX (3.39). EGLIX was incepted earlier than SMFPX: EGLIX (13 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than EGLIX (1.81). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLIX (41.00). SMFPX has a lower initial minimum investment than EGLIX: SMFPX (1000) vs EGLIX (100000). EGLIX annual gain was more profitable for investors over the last year : 19.89 vs. SMFPX (17.57). EGLIX return over 5 years is better than : 291.84 vs. SMFPX (152.19).
| EGLIX | SMFPX | EGLIX / SMFPX | |
| Total Expense Ratio | 1.41 | 2.12 | 67% |
| Annual Report Gross Expense Ratio | 1.81 | 2.15 | 84% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.217 | 3.193 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 1.28B | 17% |
| Annual Yield % from dividends | 4.19 | 3.39 | 124% |
| Returns for 1 year | 19.89 | 17.57 | 113% |
| Returns for 3 years | 101.48 | 73.70 | 138% |
| Returns for 5 years | 291.84 | 152.19 | 192% |
| Returns for 10 years | 75.83 | 31.65 | 240% |
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