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EGLIX vs SPMQX
EGLIX vs SPMQX Comparison Chart in %
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EGLIX vs. SPMQX commentary
Dec 04, 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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.93B vs. EGLIX (216M). SPMQX pays higher dividends than EGLIX: SPMQX (7.26) vs EGLIX (5.03). EGLIX was incepted earlier than SPMQX: EGLIX (13 years) vs SPMQX (7 years). SPMQX (8.68) is less costly to investors than EGLIX (1.67). EGLIX is a more actively managed with annual turnover of: 32.00 vs. SPMQX (11.00). EGLIX has a lower initial minimum investment than SPMQX: EGLIX (100000) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 3.81 vs. EGLIX (-0.87). EGLIX return over 5 years is better than : 233.42 vs. SPMQX (187.72).
| EGLIX | SPMQX | EGLIX / SPMQX | |
| Total Expense Ratio | 1.40 | 8.68 | 16% |
| Annual Report Gross Expense Ratio | 1.67 | 8.68 | 19% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 3.596 | 8.108 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 3.93B | 6% |
| Annual Yield % from dividends | 5.03 | 7.26 | 69% |
| Returns for 1 year | -0.87 | 3.81 | -23% |
| Returns for 3 years | 62.15 | 59.37 | 105% |
| Returns for 5 years | 233.42 | 187.72 | 124% |
| Returns for 10 years | 182.37 | N/A | - |
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