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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart in %
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EGLIX vs. SMRPX commentary
Oct 19, 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: 1.22B vs. EGLIX (214M). EGLIX pays higher dividends than SMRPX: EGLIX (4.74) vs SMRPX (4.43). 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 : 6.83 vs. EGLIX (4.42). EGLIX return over 5 years is better than : 272.98 vs. SMRPX (174.76).
| 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 | -2.756 | 1.518 | -182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.22B | 18% |
| Annual Yield % from dividends | 4.74 | 4.43 | 107% |
| Returns for 1 year | 4.42 | 6.83 | 65% |
| Returns for 3 years | 68.20 | 63.62 | 107% |
| Returns for 5 years | 272.98 | 174.76 | 156% |
| Returns for 10 years | 98.25 | N/A | - |
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