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EIPFX vs SMRPX
EIPFX vs SMRPX Comparison Chart in %
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EIPFX vs. SMRPX commentary
Dec 05, 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 EIPFX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.25B vs. EIPFX (81.3M). SMRPX pays higher dividends than EIPFX: SMRPX (4.50) vs EIPFX (2.40). EIPFX was incepted earlier than SMRPX: EIPFX (9 years) vs SMRPX (10 years). EIPFX (2.13) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EIPFX (40.00). EIPFX has a lower initial minimum investment than SMRPX: EIPFX (2500) vs SMRPX (1000000). EIPFX annual gain was more profitable for investors over the last year : 1.79 vs. SMRPX (0.91). SMRPX return over 5 years is better than : 135.30 vs. EIPFX (67.55).
| EIPFX | SMRPX | EIPFX / SMRPX | |
| Total Expense Ratio | 1.66 | 1.02 | 163% |
| Annual Report Gross Expense Ratio | 2.13 | 1.05 | 203% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 12.806 | 4.942 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3M | 1.25B | 6% |
| Annual Yield % from dividends | 2.40 | 4.50 | 53% |
| Returns for 1 year | 1.79 | 0.91 | 196% |
| Returns for 3 years | 18.68 | 55.09 | 34% |
| Returns for 5 years | 67.55 | 135.30 | 50% |
| Returns for 10 years | N/A | N/A | - |
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