Interact to see
Advertisement
Advertisement
EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EGLIX vs. SPMJX 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 SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 267M vs. EGLIX (214M). SPMJX pays higher dividends than EGLIX: SPMJX (5.68) vs EGLIX (4.74). EGLIX was incepted earlier than SPMJX: EGLIX (13 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than EGLIX (1.67). EGLIX is a more actively managed with annual turnover of: 32.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than EGLIX: SPMJX (1000) vs EGLIX (100000). EGLIX annual gain was more profitable for investors over the last year : 4.42 vs. SPMJX (3.59). SPMJX return over 5 years is better than : 367.26 vs. EGLIX (272.98).
| EGLIX | SPMJX | EGLIX / SPMJX | |
| Total Expense Ratio | 1.40 | 17.50 | 8% |
| Annual Report Gross Expense Ratio | 1.67 | 17.50 | 10% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -2.756 | -4.275 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 267M | 80% |
| Annual Yield % from dividends | 4.74 | 5.68 | 83% |
| Returns for 1 year | 4.42 | 3.59 | 123% |
| Returns for 3 years | 68.20 | 81.41 | 84% |
| Returns for 5 years | 272.98 | 367.26 | 74% |
| Returns for 10 years | 98.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers