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EGLIX vs SMRPX
EGLIX vs SMRPX Comparison Chart in %
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EGLIX vs. SMRPX commentary
Feb 05, 2026
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: 1.31B vs. EGLIX (222M). EGLIX pays higher dividends than SMRPX: EGLIX (4.90) vs SMRPX (4.22). 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: 52.00 vs. EGLIX (32.00). EGLIX has a lower initial minimum investment than SMRPX: EGLIX (100000) vs SMRPX (1000000). EGLIX (7.97) and SMRPX (7.66) have marching annual gain over last year. EGLIX return over 5 years is better than : 243.10 vs. SMRPX (135.35).
| 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 | 10.039 | 8.317 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.31B | 17% |
| Annual Yield % from dividends | 4.90 | 4.22 | 116% |
| Returns for 1 year | 7.97 | 7.66 | 104% |
| Returns for 3 years | 84.79 | 70.88 | 120% |
| Returns for 5 years | 243.10 | 135.35 | 180% |
| Returns for 10 years | 273.91 | 213.70 | 128% |
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