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EGLIX vs SMFPX
EGLIX vs SMFPX Comparison Chart in %
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EGLIX vs. SMFPX commentary
Dec 27, 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 Hold and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. EGLIX (213M). EGLIX pays higher dividends than SMFPX: EGLIX (5.03) 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 (1.67). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EGLIX (32.00). 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 : 3.01 vs. SMFPX (2.69). EGLIX return over 5 years is better than : 236.55 vs. SMFPX (123.47).
| EGLIX | SMFPX | EGLIX / SMFPX | |
| Total Expense Ratio | 1.40 | 2.12 | 66% |
| Annual Report Gross Expense Ratio | 1.67 | 2.15 | 78% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.798 | 3.286 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.24B | 17% |
| Annual Yield % from dividends | 5.03 | 3.39 | 148% |
| Returns for 1 year | 3.01 | 2.69 | 112% |
| Returns for 3 years | 72.13 | 58.46 | 123% |
| Returns for 5 years | 236.55 | 123.47 | 192% |
| Returns for 10 years | 190.29 | 126.97 | 150% |
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