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EGLIX vs SPMJX
EGLIX vs SPMJX Comparison Chart in %
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EGLIX vs. SPMJX commentary
Sep 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 StrongBuy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 294M vs. EGLIX (230M). SPMJX pays higher dividends than EGLIX: SPMJX (5.46) vs EGLIX (4.69). EGLIX was incepted earlier than SPMJX: EGLIX (13 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than EGLIX (1.81). 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 : 17.42 vs. SPMJX (15.58). SPMJX return over 5 years is better than : 459.83 vs. EGLIX (327.16).
| EGLIX | SPMJX | EGLIX / SPMJX | |
| Total Expense Ratio | 1.41 | 17.50 | 8% |
| Annual Report Gross Expense Ratio | 1.81 | 17.50 | 10% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.686 | 2.833 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 294M | 78% |
| Annual Yield % from dividends | 4.69 | 5.46 | 86% |
| Returns for 1 year | 17.42 | 15.58 | 112% |
| Returns for 3 years | 105.32 | 128.08 | 82% |
| Returns for 5 years | 327.16 | 459.83 | 71% |
| Returns for 10 years | 155.58 | N/A | - |
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