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EIPFX vs SPMQX
EIPFX vs SPMQX Comparison Chart in %
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EIPFX vs. SPMQX commentary
Nov 14, 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 StrongBuy and SPMQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.88B vs. EIPFX (81.2M). SPMQX pays higher dividends than EIPFX: SPMQX (7.47) vs EIPFX (2.50). EIPFX was incepted earlier than SPMQX: EIPFX (9 years) vs SPMQX (6 years). SPMQX (8.68) is less costly to investors than EIPFX (2.13). EIPFX is a more actively managed with annual turnover of: 40.00 vs. SPMQX (11.00). EIPFX has a lower initial minimum investment than SPMQX: EIPFX (2500) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 9.15 vs. EIPFX (5.41). SPMQX return over 5 years is better than : 228.44 vs. EIPFX (74.35).
| EIPFX | SPMQX | EIPFX / SPMQX | |
| Total Expense Ratio | 1.66 | 8.68 | 19% |
| Annual Report Gross Expense Ratio | 2.13 | 8.68 | 25% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 11.592 | 5.647 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.2M | 3.88B | 2% |
| Annual Yield % from dividends | 2.50 | 7.47 | 33% |
| Returns for 1 year | 5.41 | 9.15 | 59% |
| Returns for 3 years | 20.80 | 57.48 | 36% |
| Returns for 5 years | 74.35 | 228.44 | 33% |
| Returns for 10 years | N/A | N/A | - |
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