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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart in %
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EIPIX vs. SMFPX 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 EIPIX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.25B vs. EIPIX (81.3M). SMFPX pays higher dividends than EIPIX: SMFPX (3.39) vs EIPIX (2.74). EIPIX was incepted earlier than SMFPX: EIPIX (19 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than EIPIX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EIPIX (40.00). SMFPX has a lower initial minimum investment than EIPIX: SMFPX (1000) vs EIPIX (1000000). EIPIX annual gain was more profitable for investors over the last year : 2.19 vs. SMFPX (0.38). SMFPX return over 5 years is better than : 131.43 vs. EIPIX (73.94).
| EIPIX | SMFPX | EIPIX / SMFPX | |
| Total Expense Ratio | 1.26 | 2.12 | 59% |
| Annual Report Gross Expense Ratio | 1.73 | 2.15 | 80% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 13.689 | 4.284 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3M | 1.25B | 6% |
| Annual Yield % from dividends | 2.74 | 3.39 | 81% |
| Returns for 1 year | 2.19 | 0.38 | 580% |
| Returns for 3 years | 20.64 | 50.94 | 41% |
| Returns for 5 years | 73.94 | 131.43 | 56% |
| Returns for 10 years | 108.08 | 124.35 | 87% |
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