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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart in %
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EGLIX vs. SMRPX commentary
Dec 04, 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.25B vs. EGLIX (216M). EGLIX pays higher dividends than SMRPX: EGLIX (5.03) vs SMRPX (4.50). EGLIX was incepted earlier than SMRPX: EGLIX (13 years) vs SMRPX (10 years). EGLIX (1.67) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EGLIX (32.00). EGLIX has a lower initial minimum investment than SMRPX: EGLIX (100000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 1.20 vs. EGLIX (-0.87). EGLIX return over 5 years is better than : 233.42 vs. SMRPX (143.30).
| EGLIX | SMRPX | EGLIX / SMRPX | |
| Total Expense Ratio | 1.40 | 1.02 | 137% |
| Annual Report Gross Expense Ratio | 1.67 | 1.05 | 159% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.596 | 5.043 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 1.25B | 17% |
| Annual Yield % from dividends | 5.03 | 4.50 | 112% |
| Returns for 1 year | -0.87 | 1.20 | -72% |
| Returns for 3 years | 62.15 | 55.24 | 112% |
| Returns for 5 years | 233.42 | 143.30 | 163% |
| Returns for 10 years | 182.37 | N/A | - |
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