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EGLIX vs SPMQX
EGLIX vs SPMQX Comparison Chart in %
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EGLIX vs. SPMQX commentary
Jul 07, 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 Buy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. EGLIX (223M). SPMQX pays higher dividends than EGLIX: SPMQX (7.03) vs EGLIX (4.19). EGLIX was incepted earlier than SPMQX: EGLIX (13 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than EGLIX (1.81). EGLIX is a more actively managed with annual turnover of: 41.00 vs. SPMQX (11.00). EGLIX has a lower initial minimum investment than SPMQX: EGLIX (100000) vs SPMQX (1000000). EGLIX annual gain was more profitable for investors over the last year : 19.89 vs. SPMQX (11.24). EGLIX return over 5 years is better than : 291.84 vs. SPMQX (264.93).
| EGLIX | SPMQX | EGLIX / SPMQX | |
| Total Expense Ratio | 1.41 | 6.24 | 23% |
| Annual Report Gross Expense Ratio | 1.81 | 6.24 | 29% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 3.217 | 5.415 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 3.9B | 6% |
| Annual Yield % from dividends | 4.19 | 7.03 | 60% |
| Returns for 1 year | 19.89 | 11.24 | 177% |
| Returns for 3 years | 101.48 | 83.37 | 122% |
| Returns for 5 years | 291.84 | 264.93 | 110% |
| Returns for 10 years | 75.83 | N/A | - |
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