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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart in %
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EIPIX vs. SMFPX 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 EIPIX is a Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. EIPIX (79.3M). SMFPX pays higher dividends than EIPIX: SMFPX (3.39) vs EIPIX (2.92). 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). SMFPX annual gain was more profitable for investors over the last year : 17.57 vs. EIPIX (16.09). SMFPX return over 5 years is better than : 152.19 vs. EIPIX (84.70).
| 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 | 7.469 | 3.193 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.3M | 1.28B | 6% |
| Annual Yield % from dividends | 2.92 | 3.39 | 86% |
| Returns for 1 year | 16.09 | 17.57 | 92% |
| Returns for 3 years | 27.86 | 73.70 | 38% |
| Returns for 5 years | 84.70 | 152.19 | 56% |
| Returns for 10 years | 61.55 | 31.65 | 194% |
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